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 | $10,609 | $138,065-92.3% | $123,544-91.4% | $135,375-92.2% |
| Participation rate | 60.9% | 84.7%-23.9pp | 82.3%-21.4pp | 82.6%-21.8pp |
| Annual return | -18.74% | 153.68%-172.4pp | 119.20%-137.9pp | 519.73%-538.5pp |
| Employer contribution / active EE | $1,357 | $5,151-73.7% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $2,506 | $6,799-63.1% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |