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 | $365 | $135,952-99.7% | $123,892-99.7% | $273,961-99.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | -158.46% | 56.63%-215.1pp | 47.52%-206.0pp | 41.45%-199.9pp |
| Employer contribution / active EE | $1,267 | $5,170-75.5% | $4,617-72.6% | $4,869-74.0% |
| Participant deferral / active EE | $4,056 | $6,343-36.0% | $5,984-32.2% | $5,287-23.3% |
| Admin fee / account holder | $124 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |