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 | $20,680 | $127,386-83.8% | $115,037-82.0% | $125,391-83.5% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -7.19% | 31.28%-38.5pp | 26.14%-33.3pp | 282.22%-289.4pp |
| Employer contribution / active EE | $2,003 | $5,166-61.2% | $4,608-56.5% | $4,866-58.8% |
| Participant deferral / active EE | $5,406 | $6,423-15.8% | $6,026-10.3% | $5,352+1.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |