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 | $11,730 | $73,867-84.1% | $143,757-91.8% | $68,494-82.9% |
| Participation rate | 43.1% | 66.7%-23.5pp | 80.3%-37.2pp | 67.9%-24.8pp |
| Annual return | -45.46% | 1.01%-46.5pp | -0.04%-45.4pp | -7.84%-37.6pp |
| Employer contribution / active EE | $998 | $3,184-68.6% | $4,951-79.8% | $2,596-61.5% |
| Participant deferral / active EE | $3,950 | $3,384+16.7% | $5,637-29.9% | $4,027-1.9% |
| Admin fee / account holder | $117 | $5,755-98.0% | $14,673-99.2% | $5,403-97.8% |