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 | $9,257 | $87,540-89.4% | $75,781-87.8% | $125,391-92.6% |
| Participation rate | 38.9% | 80.2%-41.3pp | 75.8%-36.9pp | 83.2%-44.3pp |
| Annual return | -5.51% | 13.48%-19.0pp | 9.68%-15.2pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,136 | $3,930-71.1% | $3,323-65.8% | $4,866-76.7% |
| Participant deferral / active EE | $1,856 | $4,229-56.1% | $3,651-49.2% | $5,352-65.3% |
| Admin fee / account holder | $14 | $6,502-99.8% | $5,299-99.7% | $9,540-99.9% |