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 | $2,369 | $76,000-96.9% | $154,107-98.5% | $64,186-96.3% |
| Participation rate | 68.2% | 70.4%-2.2pp | 83.0%-14.9pp | 69.6%-1.4pp |
| Annual return | -40.44% | 30.32%-70.8pp | 735.12%-775.6pp | 7.63%-48.1pp |
| Employer contribution / active EE | $656 | $3,351-80.4% | $5,298-87.6% | $2,381-72.5% |
| Participant deferral / active EE | $1,011 | $3,175-68.1% | $5,081-80.1% | $3,470-70.8% |
| Admin fee / account holder | $142 | $5,596-97.5% | $13,411-98.9% | $4,888-97.1% |