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 | $6,521 | $35,183-81.5% | $73,545-91.1% | $70,131-90.7% |
| Participation rate | 31.5% | 42.9%-11.4pp | 54.9%-23.4pp | 69.5%-38.0pp |
| Annual return | 11.12% | 26.90%-15.8pp | -15.16%+26.3pp | 73.14%-62.0pp |
| Employer contribution / active EE | $328 | $709-53.8% | $1,219-73.1% | $2,342-86.0% |
| Participant deferral / active EE | $435 | $1,220-64.3% | $1,806-75.9% | $3,332-86.9% |
| Admin fee / account holder | $176 | $2,302-92.4% | $2,320-92.4% | $4,645-96.2% |