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 | $30,316 | $105,998-71.4% | $92,233-67.1% | $147,584-79.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 1.35% | 50.05%-48.7pp | 176.28%-174.9pp | 578.55%-577.2pp |
| Employer contribution / active EE | $1,232 | $4,333-71.6% | $3,679-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $1,347 | $4,478-69.9% | $3,897-65.4% | $5,439-75.2% |
| Admin fee / account holder | $6 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |