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 | $59,700 | $180,449-66.9% | $154,107-61.3% | $135,375-55.9% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -10.47% | 888.09%-898.6pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,073 | $6,035-65.7% | $5,298-60.9% | $4,779-56.6% |
| Participant deferral / active EE | $3,278 | $5,806-43.6% | $5,081-35.5% | $5,609-41.6% |
| Admin fee / account holder | $116 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |