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 | $11,002 | $77,813-85.9% | $123,544-91.1% | $64,186-82.9% |
| Participation rate | 44.9% | 74.7%-29.8pp | 82.3%-37.4pp | 69.6%-24.7pp |
| Annual return | -41.47% | 12.48%-54.0pp | 119.20%-160.7pp | 7.63%-49.1pp |
| Employer contribution / active EE | $1,363 | $3,014-54.8% | $4,628-70.5% | $2,381-42.8% |
| Participant deferral / active EE | $3,183 | $5,240-39.2% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $266 | $5,519-95.2% | $9,284-97.1% | $4,888-94.6% |