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 | $102,166 | $97,757+4.5% | $83,848+21.8% | $135,375-24.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -10.00% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,014 | $4,222-76.0% | $3,631-72.1% | $4,779-78.8% |
| Participant deferral / active EE | $1,730 | $4,682-63.1% | $4,082-57.6% | $5,609-69.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |