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 | $49,109 | $29,660+65.6% | $56,411-12.9% | $80,856-39.3% |
| Participation rate | 6.3% | 41.6%-35.4pp | 52.5%-46.2pp | 67.6%-61.4pp |
| Annual return | 10.50% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $122 | $669-81.8% | $1,039-88.3% | $2,755-95.6% |
| Participant deferral / active EE | $1,062 | $1,226-13.4% | $1,952-45.6% | $4,296-75.3% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |