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 | $73,712 | $30,732+139.9% | $59,496+23.9% | $59,632+23.6% |
| Participation rate | 15.8% | 43.2%-27.4pp | 54.6%-38.8pp | 68.7%-52.9pp |
| Annual return | -4.20% | 4.47%-8.7pp | 182.05%-186.2pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $179 | $631-71.6% | $1,153-84.5% | $2,203-91.9% |
| Participant deferral / active EE | $433 | $1,183-63.4% | $1,829-76.3% | $3,192-86.4% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |