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 5-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 | $5,379 | $45,863-88.3% | $77,024-93.0% | $68,494-92.1% |
| Participation rate | 34.4% | 55.9%-21.5pp | 67.9%-33.5pp | 67.9%-33.5pp |
| Annual return | -28.86% | 1.72%-30.6pp | 42.32%-71.2pp | -7.84%-21.0pp |
| Employer contribution / active EE | $480 | $1,650-70.9% | $2,812-82.9% | $2,596-81.5% |
| Participant deferral / active EE | $1,052 | $2,962-64.5% | $4,426-76.2% | $4,027-73.9% |
| Admin fee / account holder | $62 | $3,041-98.0% | $5,425-98.9% | $5,403-98.8% |