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 7-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 | $15,564 | $175,202-91.1% | $149,673-89.6% | $139,434-88.8% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 1.44% | 166.71%-165.3pp | 134.42%-133.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $1,870 | $5,474-65.8% | $4,818-61.2% | $4,751-60.6% |
| Participant deferral / active EE | $2,128 | $6,519-67.4% | $5,680-62.5% | $6,710-68.3% |
| Admin fee / account holder | $246 | $16,150-98.5% | $13,210-98.1% | $11,403-97.8% |