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 | $16,616 | $160,055-89.6% | $140,016-88.1% | $135,375-87.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -13.10% | 911.38%-924.5pp | 651.12%-664.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $2,748 | $6,420-57.2% | $5,606-51.0% | $4,779-42.5% |
| Participant deferral / active EE | $3,327 | $7,642-56.5% | $6,927-52.0% | $5,609-40.7% |
| Admin fee / account holder | $177 | $13,328-98.7% | $10,705-98.3% | $10,827-98.4% |