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 | $33,655 | $54,229-37.9% | $70,092-52.0% | $68,494-50.9% |
| Participation rate | 40.0% | 64.5%-24.5pp | 70.5%-30.5pp | 67.9%-27.9pp |
| Annual return | -19.58% | -13.87%-5.7pp | 190.73%-210.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,179 | $2,018-41.6% | $2,559-53.9% | $2,596-54.6% |
| Participant deferral / active EE | $1,731 | $2,956-41.4% | $3,849-55.0% | $4,027-57.0% |
| Admin fee / account holder | $265 | $4,694-94.4% | $6,267-95.8% | $5,403-95.1% |