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 | $5,635 | $50,958-88.9% | $74,550-92.4% | $64,186-91.2% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.1%-7.0pp | 69.6%-7.4pp |
| Annual return | -11.46% | -1.86%-9.6pp | 32.53%-44.0pp | 7.63%-19.1pp |
| Employer contribution / active EE | $624 | $1,115-44.1% | $1,961-68.2% | $2,381-73.8% |
| Participant deferral / active EE | $1,541 | $2,301-33.0% | $3,108-50.4% | $3,470-55.6% |
| Admin fee / account holder | $217 | $4,223-94.9% | $5,060-95.7% | $4,888-95.6% |