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 7-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 | $32,763 | $95,862-65.8% | $79,550-58.8% | $134,475-75.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -24.53% | -2.69%-21.8pp | 0.16%-24.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $819 | $3,128-73.8% | $2,413-66.1% | $4,740-82.7% |
| Participant deferral / active EE | $5,899 | $4,693+25.7% | $3,985+48.0% | $6,400-7.8% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |