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 | $16,736 | $73,867-77.3% | $143,757-88.4% | $68,494-75.6% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -20.47% | 1.01%-21.5pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,057 | $3,184-66.8% | $4,951-78.7% | $2,596-59.3% |
| Participant deferral / active EE | $2,684 | $3,384-20.7% | $5,637-52.4% | $4,027-33.4% |
| Admin fee / account holder | $16 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |