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 | $22,875 | $97,757-76.6% | $83,848-72.7% | $135,375-83.1% |
| Participation rate | 42.1% | 80.0%-37.8pp | 76.1%-34.0pp | 82.6%-40.5pp |
| Annual return | -14.08% | 1287.37%-1301.5pp | 850.88%-865.0pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,117 | $4,222-73.5% | $3,631-69.2% | $4,779-76.6% |
| Participant deferral / active EE | $6,908 | $4,682+47.5% | $4,082+69.3% | $5,609+23.2% |
| Admin fee / account holder | $282 | $6,674-95.8% | $5,478-94.8% | $10,827-97.4% |