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 | $12,735 | $53,596-76.2% | $90,645-86.0% | $64,186-80.2% |
| Participation rate | 40.0% | 64.5%-24.5pp | 74.0%-34.0pp | 69.6%-29.6pp |
| Annual return | -12.39% | 4.41%-16.8pp | 1.88%-14.3pp | 7.63%-20.0pp |
| Employer contribution / active EE | $675 | $1,503-55.1% | $2,532-73.3% | $2,381-71.7% |
| Participant deferral / active EE | $1,505 | $2,459-38.8% | $3,425-56.1% | $3,470-56.6% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |