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 | $9,299 | $25,979-64.2% | $71,735-87.0% | $68,494-86.4% |
| Participation rate | 21.0% | 54.5%-33.5pp | 62.3%-41.3pp | 67.9%-46.9pp |
| Annual return | -26.43% | -15.10%-11.3pp | 9.14%-35.6pp | -7.84%-18.6pp |
| Employer contribution / active EE | $400 | $900-55.6% | $1,704-76.5% | $2,596-84.6% |
| Participant deferral / active EE | $975 | $1,522-36.0% | $2,658-63.3% | $4,027-75.8% |
| Admin fee / account holder | $97 | $2,022-95.2% | $3,974-97.5% | $5,403-98.2% |