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 | $8,080 | $76,000-89.4% | $154,107-94.8% | $64,186-87.4% |
| Participation rate | 37.8% | 70.4%-32.6pp | 83.0%-45.2pp | 69.6%-31.8pp |
| Annual return | -15.73% | 30.32%-46.0pp | 735.12%-750.8pp | 7.63%-23.4pp |
| Employer contribution / active EE | $586 | $3,351-82.5% | $5,298-88.9% | $2,381-75.4% |
| Participant deferral / active EE | $1,822 | $3,175-42.6% | $5,081-64.1% | $3,470-47.5% |
| Admin fee / account holder | $140 | $5,596-97.5% | $13,411-99.0% | $4,888-97.1% |