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 | $11,530 | $138,065-91.6% | $123,544-90.7% | $135,375-91.5% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -66.87% | 153.68%-220.6pp | 119.20%-186.1pp | 519.73%-586.6pp |
| Employer contribution / active EE | $2,075 | $5,151-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $4,999 | $6,799-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $85 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |