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 | $18,737 | $97,757-80.8% | $83,848-77.7% | $135,375-86.2% |
| Participation rate | 52.2% | 80.0%-27.8pp | 76.1%-24.0pp | 82.6%-30.5pp |
| Annual return | -12.90% | 1287.37%-1300.3pp | 850.88%-863.8pp | 519.73%-532.6pp |
| Employer contribution / active EE | $714 | $4,222-83.1% | $3,631-80.3% | $4,779-85.1% |
| Participant deferral / active EE | $2,553 | $4,682-45.5% | $4,082-37.5% | $5,609-54.5% |
| Admin fee / account holder | $178 | $6,674-97.3% | $5,478-96.7% | $10,827-98.4% |