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 | $8,668 | $43,327-80.0% | $59,878-85.5% | $64,186-86.5% |
| Participation rate | 38.8% | 69.2%-30.4pp | 74.7%-35.9pp | 69.6%-30.8pp |
| Annual return | -21.31% | -1.55%-19.8pp | 3.46%-24.8pp | 7.63%-28.9pp |
| Employer contribution / active EE | $771 | $2,028-62.0% | $2,722-71.7% | $2,381-67.6% |
| Participant deferral / active EE | $1,945 | $2,546-23.6% | $3,402-42.8% | $3,470-43.9% |
| Admin fee / account holder | $38 | $3,005-98.7% | $3,590-98.9% | $4,888-99.2% |