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 | $8,317 | $27,641-69.9% | $61,373-86.4% | $68,494-87.9% |
| Participation rate | 17.0% | 39.5%-22.5pp | 52.6%-35.6pp | 67.9%-50.9pp |
| Annual return | -28.23% | -13.24%-15.0pp | 338.61%-366.8pp | -7.84%-20.4pp |
| Employer contribution / active EE | $393 | $695-43.5% | $1,159-66.1% | $2,596-84.9% |
| Participant deferral / active EE | $778 | $1,263-38.4% | $2,125-63.4% | $4,027-80.7% |
| Admin fee / account holder | $241 | $2,010-88.0% | $2,130-88.7% | $5,403-95.5% |