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 | $5,446 | $27,641-80.3% | $61,373-91.1% | $68,494-92.0% |
| Participation rate | 37.9% | 39.5%-1.6pp | 52.6%-14.6pp | 67.9%-30.0pp |
| Annual return | -34.62% | -13.24%-21.4pp | 338.61%-373.2pp | -7.84%-26.8pp |
| Employer contribution / active EE | $790 | $695+13.6% | $1,159-31.9% | $2,596-69.6% |
| Participant deferral / active EE | $1,282 | $1,263+1.5% | $2,125-39.7% | $4,027-68.2% |
| Admin fee / account holder | $186 | $2,010-90.7% | $2,130-91.3% | $5,403-96.6% |