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 | $9,451 | $95,971-90.2% | $74,550-87.3% | $135,375-93.0% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -11.45% | 56.96%-68.4pp | 32.53%-44.0pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,193 | $2,716-56.1% | $1,961-39.2% | $4,779-75.0% |
| Participant deferral / active EE | $1,119 | $3,843-70.9% | $3,108-64.0% | $5,609-80.0% |
| Admin fee / account holder | $138 | $6,522-97.9% | $5,060-97.3% | $10,827-98.7% |