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 6-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 | $3,857 | $95,416-96.0% | $185,823-97.9% | $85,850-95.5% |
| Participation rate | 30.3% | 68.8%-38.5pp | 81.7%-51.4pp | 69.3%-39.0pp |
| Annual return | -9.30% | 23.59%-32.9pp | 122.05%-131.3pp | 318.53%-327.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,170 | $3,423-65.8% | $5,568-79.0% | $3,952-70.4% |
| Admin fee / account holder | $282 | $7,213-96.1% | $16,237-98.3% | $6,260-95.5% |