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 9-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 | $19,530 | $142,344-86.3% | $119,609-83.7% | $134,475-85.5% |
| Participation rate | 52.9% | 82.8%-29.9pp | 79.3%-26.3pp | 81.2%-28.3pp |
| Annual return | -29.26% | -12.44%-16.8pp | -14.97%-14.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,869 | $6,469+37.1% | $5,602+58.3% | $6,400+38.6% |
| Admin fee / account holder | $40 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |