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 | $4,931 | $95,971-94.9% | $74,550-93.4% | $135,375-96.4% |
| Participation rate | 52.4% | 75.7%-23.3pp | 69.1%-16.8pp | 82.6%-30.3pp |
| Annual return | -19.58% | 56.96%-76.5pp | 32.53%-52.1pp | 519.73%-539.3pp |
| Employer contribution / active EE | $461 | $2,716-83.0% | $1,961-76.5% | $4,779-90.3% |
| Participant deferral / active EE | $1,190 | $3,843-69.0% | $3,108-61.7% | $5,609-78.8% |
| Admin fee / account holder | $90 | $6,522-98.6% | $5,060-98.2% | $10,827-99.2% |