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 | $41,248 | $106,543-61.3% | $91,220-54.8% | $134,475-69.3% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -23.60% | 160.60%-184.2pp | 114.01%-137.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $700 | $3,331-79.0% | $2,850-75.4% | $4,740-85.2% |
| Participant deferral / active EE | $6,833 | $4,719+44.8% | $4,234+61.4% | $6,400+6.8% |
| Admin fee / account holder | $143 | $6,231-97.7% | $5,420-97.4% | $11,426-98.7% |