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 | $1,464 | $30,400-95.2% | $53,898-97.3% | $84,808-98.3% |
| Participation rate | 61.5% | 46.4%+15.1pp | 55.0%+6.6pp | 68.3%-6.8pp |
| Annual return | 4.19% | 500.19%-496.0pp | 528.60%-524.4pp | 40.90%-36.7pp |
| Employer contribution / active EE | $192 | $603-68.1% | $932-79.4% | $2,631-92.7% |
| Participant deferral / active EE | $340 | $1,199-71.7% | $1,826-81.4% | $4,212-91.9% |
| Admin fee / account holder | $217 | $1,993-89.1% | $2,491-91.3% | $7,344-97.0% |