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.
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 | $1,437 | $27,641-94.8% | $61,373-97.7% | $68,494-97.9% |
| Participation rate | 67.1% | 39.5%+27.6pp | 52.6%+14.5pp | 67.9%-0.8pp |
| Annual return | -24.32% | -13.24%-11.1pp | 338.61%-362.9pp | -7.84%-16.5pp |
| Employer contribution / active EE | $280 | $695-59.8% | $1,159-75.9% | $2,596-89.2% |
| Participant deferral / active EE | $552 | $1,263-56.3% | $2,125-74.0% | $4,027-86.3% |
| Admin fee / account holder | $57 | $2,010-97.2% | $2,130-97.3% | $5,403-98.9% |