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 9-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 | $45,191 | $202,318-77.7% | $172,739-73.8% | $152,861-70.4% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 3.95% | 1029.65%-1025.7pp | 802.84%-798.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,899 | $5,856-50.5% | $5,143-43.6% | $4,762-39.1% |
| Participant deferral / active EE | $2,920 | $5,948-50.9% | $5,198-43.8% | $5,850-50.1% |
| Admin fee / account holder | $115 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |