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 | $35,483 | $54,726-35.2% | $68,793-48.4% | $64,186-44.7% |
| Participation rate | 38.8% | 68.0%-29.3pp | 72.2%-33.5pp | 69.6%-30.8pp |
| Annual return | -9.02% | -1.62%-7.4pp | -4.63%-4.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,664 | $1,846-9.9% | $2,625-36.6% | $2,381-30.1% |
| Participant deferral / active EE | $2,692 | $2,626+2.5% | $3,311-18.7% | $3,470-22.4% |
| Admin fee / account holder | $164 | $4,027-95.9% | $5,131-96.8% | $4,888-96.6% |