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 | $6,392 | $32,117-80.1% | $71,086-91.0% | $64,186-90.0% |
| Participation rate | 23.4% | 42.7%-19.3pp | 54.7%-31.2pp | 69.6%-46.2pp |
| Annual return | -11.83% | -5.57%-6.3pp | 650.59%-662.4pp | 7.63%-19.5pp |
| Employer contribution / active EE | $222 | $712-68.8% | $1,088-79.5% | $2,381-90.7% |
| Participant deferral / active EE | $556 | $1,263-56.0% | $1,874-70.3% | $3,470-84.0% |
| Admin fee / account holder | $62 | $2,759-97.7% | $3,082-98.0% | $4,888-98.7% |