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 8-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 | $4,741 | $42,383-88.8% | $76,523-93.8% | $64,186-92.6% |
| Participation rate | 57.6% | 58.1%-0.6pp | 68.0%-10.4pp | 69.6%-12.0pp |
| Annual return | -34.45% | -16.54%-17.9pp | -0.27%-34.2pp | 7.63%-42.1pp |
| Employer contribution / active EE | $742 | $1,563-52.6% | $2,647-72.0% | $2,381-68.9% |
| Participant deferral / active EE | $2,282 | $2,566-11.1% | $3,835-40.5% | $3,470-34.2% |
| Admin fee / account holder | $202 | $3,198-93.7% | $4,848-95.8% | $4,888-95.9% |