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 | $16,551 | $34,308-51.8% | $74,701-77.8% | $72,985-77.3% |
| Participation rate | 58.0% | 42.4%+15.6pp | 54.5%+3.5pp | 69.5%-11.5pp |
| Annual return | 17.15% | 26.58%-9.4pp | 752.92%-735.8pp | 81.00%-63.8pp |
| Employer contribution / active EE | $429 | $692-38.0% | $1,084-60.4% | $2,440-82.4% |
| Participant deferral / active EE | $952 | $1,271-25.2% | $1,964-51.5% | $3,607-73.6% |
| Admin fee / account holder | $244 | $2,124-88.5% | $3,333-92.7% | $5,124-95.2% |