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 5-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 | $9,151 | $92,703-90.1% | $82,719-88.9% | $134,475-93.2% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -33.50% | 944.92%-978.4pp | 701.18%-734.7pp | 417.96%-451.5pp |
| Employer contribution / active EE | $1,833 | $3,274-44.0% | $3,009-39.1% | $4,740-61.3% |
| Participant deferral / active EE | $2,723 | $4,802-43.3% | $4,395-38.0% | $6,400-57.5% |
| Admin fee / account holder | $42 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |