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 4-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 | $11,890 | $27,641-57.0% | $61,373-80.6% | $68,494-82.6% |
| Participation rate | 12.2% | 39.5%-27.2pp | 52.6%-40.3pp | 67.9%-55.6pp |
| Annual return | -56.18% | -13.24%-42.9pp | 338.61%-394.8pp | -7.84%-48.3pp |
| Employer contribution / active EE | $285 | $695-59.1% | $1,159-75.4% | $2,596-89.0% |
| Participant deferral / active EE | $1,340 | $1,263+6.0% | $2,125-37.0% | $4,027-66.7% |
| Admin fee / account holder | $25 | $2,010-98.7% | $2,130-98.8% | $5,403-99.5% |