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 | $50,258 | $97,757-48.6% | $83,848-40.1% | $135,375-62.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -11.55% | 1287.37%-1298.9pp | 850.88%-862.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,681 | $4,222-36.5% | $3,631-26.2% | $4,779-43.9% |
| Participant deferral / active EE | $5,304 | $4,682+13.3% | $4,082+30.0% | $5,609-5.4% |
| Admin fee / account holder | $259 | $6,674-96.1% | $5,478-95.3% | $10,827-97.6% |