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 | $53,051 | $75,963-30.2% | $97,995-45.9% | $70,131-24.4% |
| Participation rate | 65.6% | 77.0%-11.3pp | 82.4%-16.8pp | 69.5%-3.9pp |
| Annual return | 11.69% | 19.26%-7.6pp | 23.94%-12.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $7,936 | $3,278+142.1% | $4,158+90.8% | $2,342+238.8% |
| Participant deferral / active EE | $6,539 | $4,053+61.3% | $5,097+28.3% | $3,332+96.3% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |