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 | $581 | $27,641-97.9% | $61,373-99.1% | $68,494-99.2% |
| Participation rate | 56.8% | 39.5%+17.3pp | 52.6%+4.2pp | 67.9%-11.1pp |
| Annual return | -72.24% | -13.24%-59.0pp | 338.61%-410.8pp | -7.84%-64.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $368 | $1,263-70.9% | $2,125-82.7% | $4,027-90.9% |
| Admin fee / account holder | $51 | $2,010-97.5% | $2,130-97.6% | $5,403-99.1% |