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 6-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 | $13,102 | $59,805-78.1% | $79,550-83.5% | $68,494-80.9% |
| Participation rate | 57.4% | 61.1%-3.6pp | 69.5%-12.0pp | 67.9%-10.4pp |
| Annual return | -20.89% | -12.30%-8.6pp | 0.16%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $692 | $1,505-54.0% | $2,413-71.3% | $2,596-73.4% |
| Participant deferral / active EE | $1,411 | $3,024-53.3% | $3,985-64.6% | $4,027-65.0% |
| Admin fee / account holder | $276 | $4,835-94.3% | $6,832-96.0% | $5,403-94.9% |