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 10-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 | $8,901 | $52,903-83.2% | $73,307-87.9% | $59,632-85.1% |
| Participation rate | 57.7% | 68.2%-10.5pp | 74.9%-17.2pp | 68.7%-11.0pp |
| Annual return | -2.91% | 12.20%-15.1pp | 5.67%-8.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,308 | $4,069-18.7% | $4,991-33.7% | $3,192+3.7% |
| Admin fee / account holder | $5 | $3,834-99.9% | $5,637-99.9% | $4,297-99.9% |