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 | $23,567 | $84,527-72.1% | $67,711-65.2% | $125,391-81.2% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | -5.33% | 2.57%-7.9pp | 25.41%-30.7pp | 282.22%-287.6pp |
| Employer contribution / active EE | $736 | $3,292-77.6% | $2,559-71.2% | $4,866-84.9% |
| Participant deferral / active EE | $7,200 | $4,429+62.6% | $3,585+100.8% | $5,352+34.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |