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 | $26,575 | $101,283-73.8% | $75,826-65.0% | $135,375-80.4% |
| Participation rate | 62.5% | 72.7%-10.2pp | 68.2%-5.7pp | 82.6%-20.1pp |
| Annual return | -19.57% | 3384.62%-3404.2pp | 1914.15%-1933.7pp | 519.73%-539.3pp |
| Employer contribution / active EE | $3,530 | $2,382+48.2% | $1,913+84.5% | $4,779-26.1% |
| Participant deferral / active EE | $7,569 | $3,469+118.2% | $2,862+164.4% | $5,609+35.0% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |