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 | $8,753 | $45,438-80.7% | $80,004-89.1% | $59,632-85.3% |
| Participation rate | 56.8% | 63.7%-6.9pp | 73.0%-16.2pp | 68.7%-11.9pp |
| Annual return | -4.91% | 5.10%-10.0pp | 7.63%-12.5pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $802 | $1,236-35.1% | $2,473-67.5% | $2,203-63.6% |
| Participant deferral / active EE | $1,395 | $2,231-37.5% | $3,204-56.4% | $3,192-56.3% |
| Admin fee / account holder | $244 | $3,464-92.9% | $5,033-95.1% | $4,297-94.3% |