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 | $28,310 | $92,222-69.3% | $76,768-63.1% | $135,375-79.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -49.83% | 5.46%-55.3pp | 2.43%-52.3pp | 519.73%-569.6pp |
| Employer contribution / active EE | $1,819 | $3,216-43.4% | $2,485-26.8% | $4,779-61.9% |
| Participant deferral / active EE | $14,179 | $4,509+214.5% | $3,852+268.1% | $5,609+152.8% |
| Admin fee / account holder | $90 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |