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 | $82,826 | $48,050+72.4% | $85,969-3.7% | $59,632+38.9% |
| Participation rate | 37.3% | 64.5%-27.2pp | 76.5%-39.3pp | 68.7%-31.4pp |
| Annual return | -4.21% | 0.29%-4.5pp | 9.32%-13.5pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,292 | $2,249-42.6% | $3,829-66.3% | $3,192-59.5% |
| Admin fee / account holder | $211 | $3,206-93.4% | $6,053-96.5% | $4,297-95.1% |