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 | $12,127 | $56,484-78.5% | $169,463-92.8% | $64,186-81.1% |
| Participation rate | 27.8% | 64.5%-36.8pp | 77.8%-50.0pp | 69.6%-41.8pp |
| Annual return | -12.63% | -1.55%-11.1pp | 1.83%-14.5pp | 7.63%-20.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,222 | $3,448-64.5% | $5,277-76.8% | $3,470-64.8% |
| Admin fee / account holder | $121 | $4,174-97.1% | $9,109-98.7% | $4,888-97.5% |