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 | $111,118 | $49,177+126.0% | $79,464+39.8% | $64,186+73.1% |
| Participation rate | 37.5% | 65.0%-27.5pp | 73.3%-35.8pp | 69.6%-32.1pp |
| Annual return | -8.23% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $571 | $2,076-72.5% | $2,800-79.6% | $2,381-76.0% |
| Participant deferral / active EE | $3,240 | $2,821+14.8% | $3,704-12.5% | $3,470-6.6% |
| Admin fee / account holder | $23 | $3,839-99.4% | $5,113-99.6% | $4,888-99.5% |