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 | $20,521 | $77,813-73.6% | $123,544-83.4% | $64,186-68.0% |
| Participation rate | 46.3% | 74.7%-28.4pp | 82.3%-36.0pp | 69.6%-23.3pp |
| Annual return | -8.89% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,670 | $5,240-49.0% | $6,426-58.4% | $3,470-23.0% |
| Admin fee / account holder | $63 | $5,519-98.9% | $9,284-99.3% | $4,888-98.7% |