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 | $15,384 | $43,723-64.8% | $121,196-87.3% | $64,186-76.0% |
| Participation rate | 36.6% | 58.3%-21.7pp | 71.7%-35.1pp | 69.6%-32.9pp |
| Annual return | -8.18% | 68.91%-77.1pp | 16.93%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $469 | $1,296-63.8% | $4,022-88.3% | $2,381-80.3% |
| Participant deferral / active EE | $1,506 | $2,280-33.9% | $3,344-55.0% | $3,470-56.6% |
| Admin fee / account holder | $289 | $3,501-91.8% | $5,019-94.2% | $4,888-94.1% |