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 | $7,796 | $78,694-90.1% | $67,652-88.5% | $125,391-93.8% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -64.38% | 9.46%-73.8pp | 6625.04%-6689.4pp | 282.22%-346.6pp |
| Employer contribution / active EE | $2,248 | $3,044-26.1% | $2,266-0.8% | $4,866-53.8% |
| Participant deferral / active EE | $2,274 | $4,292-47.0% | $3,560-36.1% | $5,352-57.5% |
| Admin fee / account holder | $91 | $7,403-98.8% | $4,821-98.1% | $9,540-99.0% |