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 | $11,138 | $67,606-83.5% | $82,313-86.5% | $70,131-84.1% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 8.94% | 21.57%-12.6pp | 25.88%-16.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $799 | $1,755-54.4% | $2,428-67.1% | $2,342-65.9% |
| Participant deferral / active EE | $1,567 | $2,987-47.5% | $3,706-57.7% | $3,332-53.0% |
| Admin fee / account holder | $31 | $4,512-99.3% | $5,608-99.5% | $4,645-99.3% |