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 6-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 | $6,421 | $72,400-91.1% | $67,502-90.5% | $145,922-95.6% |
| Participation rate | 43.8% | 76.9%-33.1pp | 72.9%-29.1pp | 80.3%-36.5pp |
| Annual return | 3.92% | 7182.46%-7178.5pp | 3512.12%-3508.2pp | 561.29%-557.4pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $869 | $4,783-81.8% | $4,000-78.3% | $6,688-87.0% |
| Admin fee / account holder | $236 | $5,539-95.7% | $3,998-94.1% | $13,397-98.2% |