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 9-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 | $36,840 | $59,805-38.4% | $79,550-53.7% | $68,494-46.2% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.5%-41.6pp | 67.9%-40.0pp |
| Annual return | -19.44% | -12.30%-7.1pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,013 | $1,505-32.7% | $2,413-58.0% | $2,596-61.0% |
| Participant deferral / active EE | $1,487 | $3,024-50.8% | $3,985-62.7% | $4,027-63.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |