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 8-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 | $104,455 | $106,515-1.9% | $96,683+8.0% | $139,434-25.1% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 8.08% | 38.43%-30.3pp | 35.69%-27.6pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,149 | $4,103-47.6% | $3,737-42.5% | $4,751-54.8% |
| Participant deferral / active EE | $4,560 | $5,454-16.4% | $4,878-6.5% | $6,710-32.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |