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 | $9,260 | $61,660-85.0% | $80,019-88.4% | $64,186-85.6% |
| Participation rate | 39.4% | 71.7%-32.3pp | 75.8%-36.4pp | 69.6%-30.2pp |
| Annual return | -13.02% | -0.33%-12.7pp | 11.22%-24.2pp | 7.63%-20.6pp |
| Employer contribution / active EE | $903 | $1,810-50.1% | $2,468-63.4% | $2,381-62.1% |
| Participant deferral / active EE | $1,421 | $2,968-52.1% | $3,686-61.4% | $3,470-59.0% |
| Admin fee / account holder | $180 | $5,417-96.7% | $6,521-97.2% | $4,888-96.3% |