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 | $6,720 | $39,162-82.8% | $100,671-93.3% | $59,632-88.7% |
| Participation rate | 53.8% | 55.9%-2.0pp | 70.7%-16.9pp | 68.7%-14.8pp |
| Annual return | -3.58% | 21.07%-24.6pp | 20.43%-24.0pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,123 | $1,151-2.4% | $4,012-72.0% | $2,203-49.0% |
| Participant deferral / active EE | $1,309 | $1,992-34.3% | $3,144-58.4% | $3,192-59.0% |
| Admin fee / account holder | $14 | $2,969-99.5% | $4,850-99.7% | $4,297-99.7% |