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 | $51,784 | $58,927-12.1% | $76,817-32.6% | $72,985-29.0% |
| Participation rate | 22.2% | 67.3%-45.1pp | 72.1%-49.9pp | 69.5%-47.3pp |
| Annual return | 14.61% | 2305.64%-2291.0pp | 1166.11%-1151.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $605 | $1,787-66.1% | $2,302-73.7% | $2,440-75.2% |
| Participant deferral / active EE | $2,151 | $2,690-20.1% | $3,336-35.5% | $3,607-40.4% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |