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 10-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 | $7,205 | $75,828-90.5% | $147,614-95.1% | $59,632-87.9% |
| Participation rate | 67.8% | 71.6%-3.8pp | 84.6%-16.8pp | 68.7%-0.9pp |
| Annual return | -3.24% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $840 | $3,485-75.9% | $5,564-84.9% | $2,203-61.8% |
| Participant deferral / active EE | $1,951 | $3,130-37.7% | $4,895-60.2% | $3,192-38.9% |
| Admin fee / account holder | $159 | $5,985-97.3% | $11,611-98.6% | $4,297-96.3% |