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 10-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 | $72,030 | $78,926-8.7% | $136,749-47.3% | $84,808-15.1% |
| Participation rate | 30.9% | 62.2%-31.3pp | 72.1%-41.2pp | 68.3%-37.4pp |
| Annual return | 11.34% | 18.17%-6.8pp | 24.33%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $674 | $2,134-68.4% | $3,400-80.2% | $2,631-74.4% |
| Participant deferral / active EE | $1,240 | $3,168-60.9% | $4,692-73.6% | $4,212-70.6% |
| Admin fee / account holder | $127 | $6,369-98.0% | $11,386-98.9% | $7,344-98.3% |