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 8-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 | $42,263 | $57,016-25.9% | $84,966-50.3% | $80,856-47.7% |
| Participation rate | 18.9% | 56.3%-37.4pp | 67.5%-48.6pp | 67.6%-48.7pp |
| Annual return | 8.66% | 21.66%-13.0pp | 66.38%-57.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $437 | $1,798-75.7% | $2,727-84.0% | $2,755-84.1% |
| Participant deferral / active EE | $1,859 | $3,110-40.2% | $4,519-58.9% | $4,296-56.7% |
| Admin fee / account holder | $207 | $4,980-95.9% | $6,149-96.6% | $6,918-97.0% |