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 | $142,232 | $214,378-33.7% | $200,582-29.1% | $142,382-0.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 7.56% | 46.41%-38.8pp | 42.33%-34.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,232 | $6,841-67.4% | $6,419-65.2% | $4,299-48.1% |
| Participant deferral / active EE | $13,199 | $9,865+33.8% | $9,331+41.5% | $6,507+102.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |