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 4-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 | $8,675 | $87,705-90.1% | $63,517-86.3% | $125,391-93.1% |
| Participation rate | 50.0% | 77.0%-27.0pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -6.35% | 21.70%-28.0pp | -70.30%+64.0pp | 282.22%-288.6pp |
| Employer contribution / active EE | $820 | $3,601-77.2% | $2,322-64.7% | $4,866-83.1% |
| Participant deferral / active EE | $1,245 | $3,939-68.4% | $2,953-57.8% | $5,352-76.7% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |