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 8-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 | $4,112 | $49,177-91.6% | $79,464-94.8% | $64,186-93.6% |
| Participation rate | 61.7% | 65.0%-3.4pp | 73.3%-11.7pp | 69.6%-7.9pp |
| Annual return | -77.19% | -1.16%-76.0pp | 718.14%-795.3pp | 7.63%-84.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,842 | $2,821+0.7% | $3,704-23.3% | $3,470-18.1% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,113-98.6% | $4,888-98.5% |