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 | $11,620 | $77,813-85.1% | $123,544-90.6% | $64,186-81.9% |
| Participation rate | 55.9% | 74.7%-18.8pp | 82.3%-26.4pp | 69.6%-13.6pp |
| Annual return | -12.41% | 12.48%-24.9pp | 119.20%-131.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,793 | $3,014-40.5% | $4,628-61.2% | $2,381-24.7% |
| Participant deferral / active EE | $2,759 | $5,240-47.4% | $6,426-57.1% | $3,470-20.5% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,284-99.8% | $4,888-99.5% |