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 | $107,452+2.5% | $91,541+20.4% | $142,382-22.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 4.61% | 22.06%-17.5pp | 20.50%-15.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $3,171 | $2,994+5.9% | $2,505+26.6% | $4,299-26.2% |
| Participant deferral / active EE | $5,338 | $4,754+12.3% | $4,008+33.2% | $6,507-18.0% |
| Admin fee / account holder | $52 | $8,834-99.4% | $6,956-99.3% | $12,624-99.6% |