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 5-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 | $22,443 | $84,402-73.4% | $61,373-63.4% | $134,475-83.3% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -119.36% | 584.55%-703.9pp | 338.61%-458.0pp | 417.96%-537.3pp |
| Employer contribution / active EE | $644 | $1,544-58.3% | $1,159-44.5% | $4,740-86.4% |
| Participant deferral / active EE | $3,936 | $2,819+39.6% | $2,125+85.2% | $6,400-38.5% |
| Admin fee / account holder | $120 | $2,585-95.4% | $2,130-94.4% | $11,426-98.9% |