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 10-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 | $215,315 | $27,915+671.3% | $58,482+268.2% | $75,163+186.5% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | -29.19% | 44.20%-73.4pp | 4239.32%-4268.5pp | 160.62%-189.8pp |
| Employer contribution / active EE | $223 | $669-66.6% | $1,053-78.8% | $2,670-91.6% |
| Participant deferral / active EE | $281 | $1,201-76.6% | $1,924-85.4% | $4,125-93.2% |
| Admin fee / account holder | $17 | $1,726-99.0% | $2,516-99.3% | $5,651-99.7% |