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 | $31,861 | $40,256-20.9% | $57,343-44.4% | $59,632-46.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | -3.76% | 27.49%-31.3pp | 24.39%-28.2pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,042 | $1,922+6.3% | $2,689-24.0% | $2,203-7.3% |
| Participant deferral / active EE | $2,814 | $2,399+17.3% | $3,162-11.0% | $3,192-11.8% |
| Admin fee / account holder | $9 | $2,818-99.7% | $3,356-99.7% | $4,297-99.8% |