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 | $24,437 | $76,000-67.8% | $154,107-84.1% | $64,186-61.9% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -17.74% | 30.32%-48.1pp | 735.12%-752.9pp | 7.63%-25.4pp |
| Employer contribution / active EE | $1,439 | $3,351-57.1% | $5,298-72.8% | $2,381-39.6% |
| Participant deferral / active EE | $2,610 | $3,175-17.8% | $5,081-48.6% | $3,470-24.8% |
| Admin fee / account holder | $247 | $5,596-95.6% | $13,411-98.2% | $4,888-95.0% |