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 | $15,409 | $72,404-78.7% | $110,238-86.0% | $64,186-76.0% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | -12.60% | -6.29%-6.3pp | 314.74%-327.3pp | 7.63%-20.2pp |
| Employer contribution / active EE | $760 | $2,282-66.7% | $3,826-80.1% | $2,381-68.1% |
| Participant deferral / active EE | $2,229 | $3,469-35.7% | $4,672-52.3% | $3,470-35.7% |
| Admin fee / account holder | $2 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |