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 9-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 | $32,798 | $97,044-66.2% | $83,333-60.6% | $135,375-75.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -23.58% | 12.31%-35.9pp | 10.63%-34.2pp | 519.73%-543.3pp |
| Employer contribution / active EE | $3,674 | $4,143-11.3% | $3,379+8.8% | $4,779-23.1% |
| Participant deferral / active EE | $7,437 | $5,964+24.7% | $5,565+33.6% | $5,609+32.6% |
| Admin fee / account holder | $267 | $8,380-96.8% | $7,510-96.4% | $10,827-97.5% |