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 | $5,251 | $56,199-90.7% | $67,652-92.2% | $59,632-91.2% |
| Participation rate | 39.3% | 71.5%-32.2pp | 75.7%-36.4pp | 68.7%-29.4pp |
| Annual return | -9.88% | 18505.31%-18515.2pp | 6625.04%-6634.9pp | 2041.28%-2051.2pp |
| Employer contribution / active EE | $827 | $1,614-48.8% | $2,266-63.5% | $2,203-62.4% |
| Participant deferral / active EE | $1,267 | $2,844-55.5% | $3,560-64.4% | $3,192-60.3% |
| Admin fee / account holder | $9 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |