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 | $5,905 | $27,641-78.6% | $61,373-90.4% | $68,494-91.4% |
| Participation rate | 0.0% | 39.5%-39.5pp | 52.6%-52.6pp | 67.9%-67.9pp |
| Annual return | -34.86% | -13.24%-21.6pp | 338.61%-373.5pp | -7.84%-27.0pp |
| Employer contribution / active EE | $438 | $695-37.1% | $1,159-62.2% | $2,596-83.1% |
| Participant deferral / active EE | $717 | $1,263-43.2% | $2,125-66.2% | $4,027-82.2% |
| Admin fee / account holder | $99 | $2,010-95.1% | $2,130-95.4% | $5,403-98.2% |