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 | $16,393 | $158,817-89.7% | $121,196-86.5% | $135,375-87.9% |
| Participation rate | 8.3% | 79.3%-71.0pp | 71.7%-63.4pp | 82.6%-74.3pp |
| Annual return | -19.66% | -0.64%-19.0pp | 16.93%-36.6pp | 519.73%-539.4pp |
| Employer contribution / active EE | $288 | $5,665-94.9% | $4,022-92.9% | $4,779-94.0% |
| Participant deferral / active EE | $575 | $4,005-85.6% | $3,344-82.8% | $5,609-89.7% |
| Admin fee / account holder | $60 | $6,512-99.1% | $5,019-98.8% | $10,827-99.4% |