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 8-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 | $22,102 | $95,416-76.8% | $185,823-88.1% | $85,850-74.3% |
| Participation rate | 69.0% | 68.8%+0.2pp | 81.7%-12.7pp | 69.3%-0.3pp |
| Annual return | 10.88% | 23.59%-12.7pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,843 | $3,314-14.2% | $5,167-45.0% | $2,565+10.9% |
| Participant deferral / active EE | $1,384 | $3,423-59.6% | $5,568-75.1% | $3,952-65.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |