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 | $34,555 | $64,707-46.6% | $112,228-69.2% | $68,494-49.6% |
| Participation rate | 34.7% | 67.2%-32.4pp | 75.1%-40.3pp | 67.9%-33.2pp |
| Annual return | -19.77% | -11.40%-8.4pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $987 | $2,746-64.1% | $3,635-72.8% | $2,596-62.0% |
| Participant deferral / active EE | $1,742 | $3,565-51.1% | $4,728-63.1% | $4,027-56.7% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |