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 | $34,492 | $180,449-80.9% | $154,107-77.6% | $135,375-74.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -27.20% | 888.09%-915.3pp | 735.12%-762.3pp | 519.73%-546.9pp |
| Employer contribution / active EE | $11,979 | $6,035+98.5% | $5,298+126.1% | $4,779+150.7% |
| Participant deferral / active EE | $6,003 | $5,806+3.4% | $5,081+18.2% | $5,609+7.0% |
| Admin fee / account holder | $111 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |