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 | $9,413 | $65,409-85.6% | $98,442-90.4% | $85,850-89.0% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.3%-29.3pp |
| Annual return | 11.25% | 21.76%-10.5pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $265 | $2,168-87.8% | $2,960-91.0% | $2,565-89.7% |
| Participant deferral / active EE | $1,775 | $3,166-44.0% | $4,276-58.5% | $3,952-55.1% |
| Admin fee / account holder | $63 | $4,593-98.6% | $5,949-98.9% | $6,260-99.0% |