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 | $18,490 | $135,635-86.4% | $110,238-83.2% | $135,375-86.3% |
| Participation rate | 64.7% | 83.5%-18.8pp | 79.8%-15.1pp | 82.6%-17.9pp |
| Annual return | -10.08% | 513.19%-523.3pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,022 | $4,906-79.2% | $3,826-73.3% | $4,779-78.6% |
| Participant deferral / active EE | $3,844 | $5,506-30.2% | $4,672-17.7% | $5,609-31.5% |
| Admin fee / account holder | $168 | $11,457-98.5% | $8,547-98.0% | $10,827-98.4% |