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 10-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 | $129,227 | $94,031+37.4% | $115,768+11.6% | $82,448+56.7% |
| Participation rate | 27.5% | 70.4%-43.0pp | 74.4%-46.9pp | 68.1%-40.6pp |
| Annual return | 10.60% | 20.61%-10.0pp | 100.46%-89.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,402 | $2,323-39.7% | $2,940-52.3% | $2,551-45.1% |
| Participant deferral / active EE | $2,433 | $3,972-38.7% | $4,917-50.5% | $4,139-41.2% |
| Admin fee / account holder | $276 | $10,249-97.3% | $12,439-97.8% | $7,234-96.2% |