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 6-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 | $17,481 | $92,703-81.1% | $82,719-78.9% | $134,475-87.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -21.68% | 944.92%-966.6pp | 701.18%-722.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,590 | $3,274-51.4% | $3,009-47.2% | $4,740-66.5% |
| Participant deferral / active EE | $1,922 | $4,802-60.0% | $4,395-56.3% | $6,400-70.0% |
| Admin fee / account holder | $291 | $5,983-95.1% | $5,329-94.5% | $11,426-97.5% |