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 9-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 | $35,162 | $152,587-77.0% | $125,175-71.9% | $152,861-77.0% |
| Participation rate | 38.5% | 83.3%-44.9pp | 79.8%-41.3pp | 82.4%-44.0pp |
| Annual return | -2.44% | 54.84%-57.3pp | 43.79%-46.2pp | 345.32%-347.8pp |
| Employer contribution / active EE | $1,639 | $4,946-66.9% | $3,865-57.6% | $4,762-65.6% |
| Participant deferral / active EE | $4,059 | $5,868-30.8% | $4,937-17.8% | $5,850-30.6% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |