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 7-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 | $15,742 | $64,707-75.7% | $112,228-86.0% | $68,494-77.0% |
| Participation rate | 41.5% | 67.2%-25.7pp | 75.1%-33.6pp | 67.9%-26.4pp |
| Annual return | -20.23% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,621 | $3,565-26.5% | $4,728-44.6% | $4,027-34.9% |
| Admin fee / account holder | $163 | $5,232-96.9% | $6,410-97.5% | $5,403-97.0% |