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 8-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 | $2,155 | $69,518-96.9% | $59,878-96.4% | $135,375-98.4% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -205.28% | 7.94%-213.2pp | 3.46%-208.7pp | 519.73%-725.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,817 | $4,206-56.8% | $3,402-46.6% | $5,609-67.6% |
| Admin fee / account holder | $205 | $5,734-96.4% | $3,590-94.3% | $10,827-98.1% |