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 | $66,571 | $111,814-40.5% | $103,374-35.6% | $145,959-54.4% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 5.32% | 24.77%-19.4pp | 24.89%-19.6pp | 561.95%-556.6pp |
| Employer contribution / active EE | $1,116 | $4,214-73.5% | $3,869-71.1% | $4,661-76.0% |
| Participant deferral / active EE | $2,405 | $5,618-57.2% | $5,058-52.4% | $6,689-64.0% |
| Admin fee / account holder | $263 | $9,754-97.3% | $8,394-96.9% | $13,398-98.0% |