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 | $25,584 | $48,076-46.8% | $78,689-67.5% | $62,891-59.3% |
| Participation rate | 19.3% | 65.2%-45.9pp | 73.6%-54.3pp | 69.3%-50.0pp |
| Annual return | 3.09% | 31.35%-28.3pp | 62.18%-59.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $557 | $2,015-72.3% | $2,851-80.5% | $2,281-75.6% |
| Participant deferral / active EE | $811 | $2,588-68.7% | $3,517-76.9% | $3,203-74.7% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |