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 | $170,703 | $93,346+82.9% | $71,796+137.8% | $273,961-37.7% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | 0.29% | 130.39%-130.1pp | 78.04%-77.7pp | 41.45%-41.2pp |
| Employer contribution / active EE | $1,165 | $2,733-57.4% | $1,924-39.4% | $4,869-76.1% |
| Participant deferral / active EE | $3,029 | $3,475-12.8% | $2,794+8.4% | $5,287-42.7% |
| Admin fee / account holder | $102 | $6,571-98.4% | $4,815-97.9% | $10,132-99.0% |