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 3-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 | $1,711 | $30,400-94.4% | $53,898-96.8% | $84,808-98.0% |
| Participation rate | 61.3% | 46.4%+14.8pp | 55.0%+6.3pp | 68.3%-7.0pp |
| Annual return | 13.68% | 500.19%-486.5pp | 528.60%-514.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $562 | $1,199-53.1% | $1,826-69.2% | $4,212-86.7% |
| Admin fee / account holder | $298 | $1,993-85.0% | $2,491-88.0% | $7,344-95.9% |