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 | $22,166 | $72,404-69.4% | $110,238-79.9% | $64,186-65.5% |
| Participation rate | 30.3% | 73.3%-43.0pp | 79.8%-49.5pp | 69.6%-39.3pp |
| Annual return | -9.27% | -6.29%-3.0pp | 314.74%-324.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $961 | $2,282-57.9% | $3,826-74.9% | $2,381-59.6% |
| Participant deferral / active EE | $2,005 | $3,469-42.2% | $4,672-57.1% | $3,470-42.2% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |