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 | $14,856 | $90,600-83.6% | $79,464-81.3% | $135,375-89.0% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 82.6%-21.5pp |
| Annual return | -11.19% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,398 | $3,068-54.4% | $2,800-50.1% | $4,779-70.7% |
| Participant deferral / active EE | $1,576 | $4,050-61.1% | $3,704-57.4% | $5,609-71.9% |
| Admin fee / account holder | $270 | $5,907-95.4% | $5,113-94.7% | $10,827-97.5% |