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 | $4,698 | $27,641-83.0% | $61,373-92.3% | $68,494-93.1% |
| Participation rate | 61.3% | 39.5%+21.8pp | 52.6%+8.7pp | 67.9%-6.6pp |
| Annual return | -41.35% | -13.24%-28.1pp | 338.61%-380.0pp | -7.84%-33.5pp |
| Employer contribution / active EE | $990 | $695+42.4% | $1,159-14.6% | $2,596-61.9% |
| Participant deferral / active EE | $1,838 | $1,263+45.5% | $2,125-13.5% | $4,027-54.4% |
| Admin fee / account holder | $135 | $2,010-93.3% | $2,130-93.7% | $5,403-97.5% |