See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,118 | $101,283-86.1% | $75,826-81.4% | $135,375-89.6% |
| Participation rate | 17.6% | 72.7%-55.1pp | 68.2%-50.6pp | 82.6%-65.0pp |
| Annual return | -10.69% | 3384.62%-3395.3pp | 1914.15%-1924.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $842 | $2,382-64.7% | $1,913-56.0% | $4,779-82.4% |
| Participant deferral / active EE | $1,303 | $3,469-62.4% | $2,862-54.5% | $5,609-76.8% |
| Admin fee / account holder | $83 | $6,539-98.7% | $4,726-98.2% | $10,827-99.2% |