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 8-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 | $12,723 | $59,839-78.7% | $81,983-84.5% | $79,858-84.1% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.2%-5.0pp | 69.6%-5.3pp |
| Annual return | 9.09% | 17.56%-8.5pp | 41.31%-32.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,244 | $1,713+31.0% | $2,498-10.2% | $2,471-9.2% |
| Participant deferral / active EE | $1,156 | $2,695-57.1% | $3,722-68.9% | $3,740-69.1% |
| Admin fee / account holder | $276 | $4,287-93.6% | $5,664-95.1% | $5,306-94.8% |