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 | $41,223 | $135,635-69.6% | $110,238-62.6% | $135,375-69.5% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.8%-35.4pp | 82.6%-38.2pp |
| Annual return | -12.20% | 513.19%-525.4pp | 314.74%-326.9pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,042 | $4,906-78.8% | $3,826-72.8% | $4,779-78.2% |
| Participant deferral / active EE | $2,034 | $5,506-63.1% | $4,672-56.5% | $5,609-63.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |