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 | $6,495 | $77,813-91.7% | $123,544-94.7% | $64,186-89.9% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -32.70% | 12.48%-45.2pp | 119.20%-151.9pp | 7.63%-40.3pp |
| Employer contribution / active EE | $1,029 | $3,014-65.8% | $4,628-77.8% | $2,381-56.8% |
| Participant deferral / active EE | $2,527 | $5,240-51.8% | $6,426-60.7% | $3,470-27.2% |
| Admin fee / account holder | $148 | $5,519-97.3% | $9,284-98.4% | $4,888-97.0% |