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 6-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 | $11,113 | $142,344-92.2% | $119,609-90.7% | $134,475-91.7% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.3%-50.7pp | 81.2%-52.7pp |
| Annual return | -24.75% | -12.44%-12.3pp | -14.97%-9.8pp | 417.96%-442.7pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,322 | $6,469-64.1% | $5,602-58.6% | $6,400-63.7% |
| Admin fee / account holder | $61 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |