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 | $18,104 | $45,566-60.3% | $64,105-71.8% | $59,632-69.6% |
| Participation rate | 53.8% | 60.2%-6.3pp | 68.2%-14.3pp | 68.7%-14.8pp |
| Annual return | -3.49% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $2,231 | $934+138.8% | $1,820+22.6% | $2,203+1.3% |
| Participant deferral / active EE | $3,415 | $2,057+66.1% | $2,822+21.0% | $3,192+7.0% |
| Admin fee / account holder | $158 | $3,268-95.2% | $4,499-96.5% | $4,297-96.3% |