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 | $107,976 | $70,428+53.3% | $96,562+11.8% | $85,850+25.8% |
| Participation rate | 35.1% | 61.8%-26.7pp | 69.8%-34.7pp | 69.3%-34.2pp |
| Annual return | 6.31% | 18.59%-12.3pp | 37.78%-31.5pp | 318.53%-312.2pp |
| Employer contribution / active EE | $963 | $1,413-31.8% | $2,356-59.1% | $2,565-62.5% |
| Participant deferral / active EE | $2,428 | $2,894-16.1% | $3,849-36.9% | $3,952-38.5% |
| Admin fee / account holder | $56 | $4,997-98.9% | $6,181-99.1% | $6,260-99.1% |