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 7-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 | $66,274 | $64,707+2.4% | $112,228-40.9% | $68,494-3.2% |
| Participation rate | 39.0% | 67.2%-28.1pp | 75.1%-36.0pp | 67.9%-28.9pp |
| Annual return | -19.78% | -11.40%-8.4pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,299 | $2,746-52.7% | $3,635-64.3% | $2,596-50.0% |
| Participant deferral / active EE | $1,899 | $3,565-46.7% | $4,728-59.8% | $4,027-52.8% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |