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 | $18,256 | $72,404-74.8% | $110,238-83.4% | $64,186-71.6% |
| Participation rate | 55.8% | 73.3%-17.5pp | 79.8%-24.0pp | 69.6%-13.8pp |
| Annual return | -11.31% | -6.29%-5.0pp | 314.74%-326.1pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,487 | $2,282-34.8% | $3,826-61.1% | $2,381-37.6% |
| Participant deferral / active EE | $2,178 | $3,469-37.2% | $4,672-53.4% | $3,470-37.2% |
| Admin fee / account holder | $75 | $5,664-98.7% | $8,547-99.1% | $4,888-98.5% |