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 | $10,499 | $90,590-88.4% | $90,782-88.4% | $135,375-92.2% |
| Participation rate | 53.8% | 83.7%-29.9pp | 82.7%-28.8pp | 82.6%-28.8pp |
| Annual return | -28.86% | -3.40%-25.5pp | -3.42%-25.4pp | 519.73%-548.6pp |
| Employer contribution / active EE | $1,184 | $4,352-72.8% | $4,105-71.2% | $4,779-75.2% |
| Participant deferral / active EE | $4,019 | $5,407-25.7% | $5,366-25.1% | $5,609-28.4% |
| Admin fee / account holder | $46 | $7,683-99.4% | $5,908-99.2% | $10,827-99.6% |