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 | $11,875 | $72,404-83.6% | $110,238-89.2% | $64,186-81.5% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | -12.31% | -6.29%-6.0pp | 314.74%-327.0pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,445 | $2,282-36.7% | $3,826-62.2% | $2,381-39.3% |
| Participant deferral / active EE | $2,904 | $3,469-16.3% | $4,672-37.8% | $3,470-16.3% |
| Admin fee / account holder | $36 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |