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 | $31,388 | $30,400+3.3% | $53,898-41.8% | $84,808-63.0% |
| Participation rate | 52.0% | 46.4%+5.6pp | 55.0%-3.0pp | 68.3%-16.3pp |
| Annual return | 13.89% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,185 | $603+96.7% | $932+27.2% | $2,631-54.9% |
| Participant deferral / active EE | $3,883 | $1,199+224.0% | $1,826+112.6% | $4,212-7.8% |
| Admin fee / account holder | $15 | $1,993-99.2% | $2,491-99.4% | $7,344-99.8% |