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 | $30,654 | $152,509-79.9% | $117,472-73.9% | $134,475-77.2% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -57.07% | 52.99%-110.1pp | 29.74%-86.8pp | 417.96%-475.0pp |
| Employer contribution / active EE | $429 | $5,571-92.3% | $4,176-89.7% | $4,740-91.0% |
| Participant deferral / active EE | $4,333 | $4,818-10.1% | $4,070+6.5% | $6,400-32.3% |
| Admin fee / account holder | $40 | $7,004-99.4% | $5,645-99.3% | $11,426-99.6% |