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 | $5,636 | $50,958-88.9% | $74,550-92.4% | $64,186-91.2% |
| Participation rate | 51.3% | 61.1%-9.7pp | 69.1%-17.8pp | 69.6%-18.3pp |
| Annual return | -14.21% | -1.86%-12.4pp | 32.53%-46.7pp | 7.63%-21.8pp |
| Employer contribution / active EE | $540 | $1,115-51.6% | $1,961-72.5% | $2,381-77.3% |
| Participant deferral / active EE | $1,045 | $2,301-54.6% | $3,108-66.4% | $3,470-69.9% |
| Admin fee / account holder | $221 | $4,223-94.8% | $5,060-95.6% | $4,888-95.5% |