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 9-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 | $155,825 | $57,057+173.1% | $85,009+83.3% | $80,874+92.7% |
| Participation rate | 30.8% | 56.4%-25.6pp | 67.5%-36.7pp | 67.6%-36.9pp |
| Annual return | 10.37% | 21.66%-11.3pp | 66.47%-56.1pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,443 | $1,799+35.8% | $2,728-10.5% | $2,756-11.4% |
| Participant deferral / active EE | $3,203 | $3,112+2.9% | $4,522-29.2% | $4,297-25.5% |
| Admin fee / account holder | $254 | $4,986-94.9% | $6,153-95.9% | $6,935-96.3% |