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 | $110,174 | $102,245+7.8% | $89,340+23.3% | $137,256-19.7% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 4.61% | 21.89%-17.3pp | 20.57%-16.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $3,171 | $2,529+25.4% | $2,231+42.1% | $4,156-23.7% |
| Participant deferral / active EE | $5,338 | $4,436+20.3% | $3,823+39.6% | $6,407-16.7% |
| Admin fee / account holder | $52 | $8,085-99.4% | $6,704-99.2% | $12,270-99.6% |