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 | $36,354 | $48,570-25.2% | $130,648-72.2% | $72,985-50.2% |
| Participation rate | 19.4% | 58.6%-39.2pp | 71.7%-52.4pp | 69.5%-50.1pp |
| Annual return | 10.47% | 38.63%-28.2pp | 1708.96%-1698.5pp | 81.00%-70.5pp |
| Employer contribution / active EE | $369 | $1,334-72.3% | $4,092-91.0% | $2,440-84.9% |
| Participant deferral / active EE | $1,188 | $2,384-50.2% | $3,603-67.0% | $3,607-67.1% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |