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 5-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 | $11,219 | $45,863-75.5% | $77,024-85.4% | $68,494-83.6% |
| Participation rate | 59.0% | 55.9%+3.1pp | 67.9%-8.9pp | 67.9%-8.9pp |
| Annual return | -27.07% | 1.72%-28.8pp | 42.32%-69.4pp | -7.84%-19.2pp |
| Employer contribution / active EE | $1,573 | $1,650-4.6% | $2,812-44.1% | $2,596-39.4% |
| Participant deferral / active EE | $3,946 | $2,962+33.2% | $4,426-10.9% | $4,027-2.0% |
| Admin fee / account holder | $217 | $3,041-92.9% | $5,425-96.0% | $5,403-96.0% |