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 | $12,837 | $138,065-90.7% | $123,544-89.6% | $135,375-90.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -363.01% | 153.68%-516.7pp | 119.20%-482.2pp | 519.73%-882.7pp |
| Employer contribution / active EE | $2,472 | $5,151-52.0% | $4,628-46.6% | $4,779-48.3% |
| Participant deferral / active EE | $5,525 | $6,799-18.7% | $6,426-14.0% | $5,609-1.5% |
| Admin fee / account holder | $101 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |