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 | $21,312 | $138,044-84.6% | $125,339-83.0% | $134,475-84.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.41% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,120 | $5,243-40.5% | $4,814-35.2% | $4,740-34.2% |
| Participant deferral / active EE | $3,520 | $7,799-54.9% | $7,446-52.7% | $6,400-45.0% |
| Admin fee / account holder | $51 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |