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 | $61,863 | $84,402-26.7% | $61,373+0.8% | $134,475-54.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -24.10% | 584.55%-608.6pp | 338.61%-362.7pp | 417.96%-442.1pp |
| Employer contribution / active EE | $408 | $1,544-73.6% | $1,159-64.8% | $4,740-91.4% |
| Participant deferral / active EE | $3,860 | $2,819+36.9% | $2,125+81.7% | $6,400-39.7% |
| Admin fee / account holder | $270 | $2,585-89.6% | $2,130-87.3% | $11,426-97.6% |