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 | $7,071 | $57,354-87.7% | $83,848-91.6% | $64,186-89.0% |
| Participation rate | 56.4% | 68.6%-12.2pp | 76.1%-19.8pp | 69.6%-13.2pp |
| Annual return | -14.14% | 11.38%-25.5pp | 850.88%-865.0pp | 7.63%-21.8pp |
| Employer contribution / active EE | $948 | $2,545-62.8% | $3,631-73.9% | $2,381-60.2% |
| Participant deferral / active EE | $1,393 | $2,993-53.4% | $4,082-65.9% | $3,470-59.8% |
| Admin fee / account holder | $217 | $4,046-94.6% | $5,478-96.0% | $4,888-95.6% |