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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,572 | $95,971-89.0% | $74,550-85.8% | $135,375-92.2% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -44.27% | 56.96%-101.2pp | 32.53%-76.8pp | 519.73%-564.0pp |
| Employer contribution / active EE | $491 | $2,716-81.9% | $1,961-75.0% | $4,779-89.7% |
| Participant deferral / active EE | $2,380 | $3,843-38.1% | $3,108-23.4% | $5,609-57.6% |
| Admin fee / account holder | $26 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |