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 | $188,326 | $107,334+75.5% | $92,893+102.7% | $152,861+23.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 2.02% | 145.58%-143.6pp | 109.41%-107.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $3,821 | $4,221-9.5% | $3,653+4.6% | $4,762-19.8% |
| Participant deferral / active EE | $10,272 | $4,845+112.0% | $4,236+142.5% | $5,850+75.6% |
| Admin fee / account holder | $222 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |