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 | $6,031 | $85,790-93.0% | $67,313-91.0% | $135,375-95.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -31.37% | -0.54%-30.8pp | -4.08%-27.3pp | 519.73%-551.1pp |
| Employer contribution / active EE | $1,077 | $3,487-69.1% | $2,566-58.0% | $4,779-77.5% |
| Participant deferral / active EE | $1,326 | $4,651-71.5% | $3,568-62.8% | $5,609-76.4% |
| Admin fee / account holder | $25 | $6,392-99.6% | $4,507-99.4% | $10,827-99.8% |