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 | $1,630 | $42,383-96.2% | $76,523-97.9% | $64,186-97.5% |
| Participation rate | 44.4% | 58.1%-13.7pp | 68.0%-23.6pp | 69.6%-25.1pp |
| Annual return | -17.70% | -16.54%-1.2pp | -0.27%-17.4pp | 7.63%-25.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,004 | $2,566-21.9% | $3,835-47.8% | $3,470-42.2% |
| Admin fee / account holder | $69 | $3,198-97.9% | $4,848-98.6% | $4,888-98.6% |