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 | $48,276 | $108,919-55.7% | $100,391-51.9% | $145,922-66.9% |
| Participation rate | 54.5% | 82.9%-28.4pp | 81.5%-26.9pp | 80.3%-25.7pp |
| Annual return | 10.07% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $424 | $4,419-90.4% | $3,942-89.2% | $4,660-90.9% |
| Participant deferral / active EE | $7,211 | $8,445-14.6% | $8,082-10.8% | $6,688+7.8% |
| Admin fee / account holder | $287 | $9,689-97.0% | $7,899-96.4% | $13,397-97.9% |