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 6-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 | $5,241 | $133,958-96.1% | $112,228-95.3% | $134,475-96.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -41.14% | 47.11%-88.3pp | 27.45%-68.6pp | 417.96%-459.1pp |
| Employer contribution / active EE | $855 | $4,038-78.8% | $3,635-76.5% | $4,740-82.0% |
| Participant deferral / active EE | $2,258 | $5,291-57.3% | $4,728-52.2% | $6,400-64.7% |
| Admin fee / account holder | $225 | $7,489-97.0% | $6,410-96.5% | $11,426-98.0% |