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 | $2,644 | $27,641-90.4% | $61,373-95.7% | $68,494-96.1% |
| Participation rate | 12.8% | 39.5%-26.7pp | 52.6%-39.7pp | 67.9%-55.1pp |
| Annual return | -27.66% | -13.24%-14.4pp | 338.61%-366.3pp | -7.84%-19.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $269 | $1,263-78.7% | $2,125-87.3% | $4,027-93.3% |
| Admin fee / account holder | $7 | $2,010-99.6% | $2,130-99.7% | $5,403-99.9% |