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 | $25,352 | $127,386-80.1% | $115,037-78.0% | $125,391-79.8% |
| Participation rate | 61.1% | 84.2%-23.0pp | 81.4%-20.3pp | 83.2%-22.1pp |
| Annual return | -5.77% | 31.28%-37.0pp | 26.14%-31.9pp | 282.22%-288.0pp |
| Employer contribution / active EE | $4,208 | $5,166-18.5% | $4,608-8.7% | $4,866-13.5% |
| Participant deferral / active EE | $3,196 | $6,423-50.2% | $6,026-47.0% | $5,352-40.3% |
| Admin fee / account holder | $43 | $9,516-99.5% | $8,175-99.5% | $9,540-99.5% |