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 5-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 | $25,394 | $73,867-65.6% | $143,757-82.3% | $68,494-62.9% |
| Participation rate | 56.1% | 66.7%-10.6pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | -22.18% | 1.01%-23.2pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,858 | $3,184-41.6% | $4,951-62.5% | $2,596-28.4% |
| Participant deferral / active EE | $2,973 | $3,384-12.2% | $5,637-47.3% | $4,027-26.2% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |