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 | $154,625 | $56,897+171.8% | $84,750+82.4% | $62,891+145.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 76.6%-56.6pp | 69.3%-49.3pp |
| Annual return | 1.09% | 6.30%-5.2pp | 22.78%-21.7pp | 20.14%-19.1pp |
| Employer contribution / active EE | $709 | $2,400-70.5% | $3,574-80.2% | $2,281-68.9% |
| Participant deferral / active EE | $3,344 | $2,709+23.4% | $3,712-9.9% | $3,203+4.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |