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 | $211,634 | $177,572+19.2% | $154,803+36.7% | $142,382+48.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 6.52% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $11,700 | $4,810+143.2% | $4,305+171.7% | $4,299+172.1% |
| Participant deferral / active EE | $11,700 | $6,272+86.6% | $5,540+111.2% | $6,507+79.8% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |