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 | $16,948 | $27,641-38.7% | $61,373-72.4% | $68,494-75.3% |
| Participation rate | 19.2% | 39.5%-20.3pp | 52.6%-33.3pp | 67.9%-48.7pp |
| Annual return | -24.98% | -13.24%-11.7pp | 338.61%-363.6pp | -7.84%-17.1pp |
| Employer contribution / active EE | $2,782 | $695+300.0% | $1,159+140.0% | $2,596+7.2% |
| Participant deferral / active EE | $5,081 | $1,263+302.2% | $2,125+139.1% | $4,027+26.2% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |