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 7-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 | $31,556 | $45,863-31.2% | $77,024-59.0% | $68,494-53.9% |
| Participation rate | 37.9% | 55.9%-18.0pp | 67.9%-30.0pp | 67.9%-30.0pp |
| Annual return | -20.72% | 1.72%-22.4pp | 42.32%-63.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,430 | $1,650-13.3% | $2,812-49.1% | $2,596-44.9% |
| Participant deferral / active EE | $3,478 | $2,962+17.4% | $4,426-21.4% | $4,027-13.6% |
| Admin fee / account holder | $111 | $3,041-96.4% | $5,425-98.0% | $5,403-98.0% |