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 | $15,995 | $57,354-72.1% | $83,848-80.9% | $64,186-75.1% |
| Participation rate | 67.9% | 68.6%-0.8pp | 76.1%-8.3pp | 69.6%-1.7pp |
| Annual return | -10.83% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,510 | $2,545-40.7% | $3,631-58.4% | $2,381-36.6% |
| Participant deferral / active EE | $2,862 | $2,993-4.4% | $4,082-29.9% | $3,470-17.5% |
| Admin fee / account holder | $233 | $4,046-94.2% | $5,478-95.7% | $4,888-95.2% |