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 5-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 | $12,200 | $53,162-77.1% | $91,220-86.6% | $68,494-82.2% |
| Participation rate | 57.1% | 63.2%-6.1pp | 73.2%-16.1pp | 67.9%-10.7pp |
| Annual return | -25.93% | -3.14%-22.8pp | 114.01%-139.9pp | -7.84%-18.1pp |
| Employer contribution / active EE | $2,323 | $1,709+35.9% | $2,850-18.5% | $2,596-10.5% |
| Participant deferral / active EE | $3,110 | $2,974+4.6% | $4,234-26.5% | $4,027-22.8% |
| Admin fee / account holder | $41 | $4,493-99.1% | $5,420-99.2% | $5,403-99.2% |