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 | $2,896 | $27,641-89.5% | $61,373-95.3% | $68,494-95.8% |
| Participation rate | 24.5% | 39.5%-15.0pp | 52.6%-28.0pp | 67.9%-43.4pp |
| Annual return | -32.47% | -13.24%-19.2pp | 338.61%-371.1pp | -7.84%-24.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $630 | $1,263-50.1% | $2,125-70.3% | $4,027-84.3% |
| Admin fee / account holder | $15 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |