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 | $9,178 | $59,805-84.7% | $79,550-88.5% | $68,494-86.6% |
| Participation rate | 22.2% | 61.1%-38.8pp | 69.5%-47.3pp | 67.9%-45.7pp |
| Annual return | -22.15% | -12.30%-9.8pp | 0.16%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,412 | $3,024-53.3% | $3,985-64.6% | $4,027-64.9% |
| Admin fee / account holder | $54 | $4,835-98.9% | $6,832-99.2% | $5,403-99.0% |