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 | $98,556 | $27,641+256.6% | $61,373+60.6% | $68,494+43.9% |
| Participation rate | 17.7% | 39.5%-21.8pp | 52.6%-34.9pp | 67.9%-50.2pp |
| Annual return | -23.63% | -13.24%-10.4pp | 338.61%-362.2pp | -7.84%-15.8pp |
| Employer contribution / active EE | $467 | $695-32.9% | $1,159-59.7% | $2,596-82.0% |
| Participant deferral / active EE | $1,461 | $1,263+15.7% | $2,125-31.2% | $4,027-63.7% |
| Admin fee / account holder | $164 | $2,010-91.8% | $2,130-92.3% | $5,403-97.0% |