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 | $20,548 | $209,832-90.2% | $189,513-89.2% | $167,490-87.7% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 8.35% | 748.27%-739.9pp | 555.15%-546.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,813 | $6,914-73.8% | $6,162-70.6% | $4,837-62.5% |
| Participant deferral / active EE | $3,647 | $8,935-59.2% | $8,221-55.6% | $6,341-42.5% |
| Admin fee / account holder | $3 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |