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 | $9,578 | $56,484-83.0% | $169,463-94.3% | $64,186-85.1% |
| Participation rate | 39.2% | 64.5%-25.4pp | 77.8%-38.6pp | 69.6%-30.4pp |
| Annual return | -12.08% | -1.55%-10.5pp | 1.83%-13.9pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,244 | $1,832-32.1% | $4,159-70.1% | $2,381-47.7% |
| Participant deferral / active EE | $1,507 | $3,448-56.3% | $5,277-71.4% | $3,470-56.6% |
| Admin fee / account holder | $247 | $4,174-94.1% | $9,109-97.3% | $4,888-94.9% |