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 | $22,621 | $72,404-68.8% | $110,238-79.5% | $64,186-64.8% |
| Participation rate | 69.8% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.2pp |
| Annual return | -13.27% | -6.29%-7.0pp | 314.74%-328.0pp | 7.63%-20.9pp |
| Employer contribution / active EE | $2,214 | $2,282-3.0% | $3,826-42.1% | $2,381-7.0% |
| Participant deferral / active EE | $4,923 | $3,469+41.9% | $4,672+5.4% | $3,470+41.9% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |