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 5-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 | $11,676 | $152,509-92.3% | $117,472-90.1% | $134,475-91.3% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -36.54% | 52.99%-89.5pp | 29.74%-66.3pp | 417.96%-454.5pp |
| Employer contribution / active EE | $1,356 | $5,571-75.7% | $4,176-67.5% | $4,740-71.4% |
| Participant deferral / active EE | $2,034 | $4,818-57.8% | $4,070-50.0% | $6,400-68.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |