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 | $7,584 | $90,600-91.6% | $79,464-90.5% | $135,375-94.4% |
| Participation rate | 21.1% | 76.0%-55.0pp | 73.3%-52.3pp | 82.6%-61.6pp |
| Annual return | -12.35% | 977.43%-989.8pp | 718.14%-730.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $970 | $4,050-76.0% | $3,704-73.8% | $5,609-82.7% |
| Admin fee / account holder | $236 | $5,907-96.0% | $5,113-95.4% | $10,827-97.8% |