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 | $47,923 | $54,380-11.9% | $68,509-30.0% | $59,632-19.6% |
| Participation rate | 58.3% | 70.2%-11.9pp | 74.7%-16.4pp | 68.7%-10.3pp |
| Annual return | -4.88% | 2.83%-7.7pp | 8.27%-13.1pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,539 | $2,643+109.6% | $3,382+63.8% | $3,192+73.5% |
| Admin fee / account holder | $217 | $3,885-94.4% | $5,275-95.9% | $4,297-94.9% |