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 4-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 | $9,218 | $27,641-66.6% | $61,373-85.0% | $68,494-86.5% |
| Participation rate | 23.9% | 39.5%-15.6pp | 52.6%-28.7pp | 67.9%-44.0pp |
| Annual return | -358.93% | -13.24%-345.7pp | 338.61%-697.5pp | -7.84%-351.1pp |
| Employer contribution / active EE | $882 | $695+26.8% | $1,159-23.9% | $2,596-66.0% |
| Participant deferral / active EE | $1,965 | $1,263+55.6% | $2,125-7.5% | $4,027-51.2% |
| Admin fee / account holder | $54 | $2,010-97.3% | $2,130-97.5% | $5,403-99.0% |