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 9-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 | $9,151 | $49,177-81.4% | $79,464-88.5% | $64,186-85.7% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.6%-5.1pp |
| Annual return | -20.52% | -1.16%-19.4pp | 718.14%-738.7pp | 7.63%-28.2pp |
| Employer contribution / active EE | $752 | $2,076-63.8% | $2,800-73.1% | $2,381-68.4% |
| Participant deferral / active EE | $3,299 | $2,821+16.9% | $3,704-10.9% | $3,470-4.9% |
| Admin fee / account holder | $156 | $3,839-95.9% | $5,113-96.9% | $4,888-96.8% |