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 | $7,502 | $40,256-81.4% | $57,343-86.9% | $59,632-87.4% |
| Participation rate | 59.3% | 69.2%-9.9pp | 75.1%-15.8pp | 68.7%-9.4pp |
| Annual return | -9.35% | 27.49%-36.8pp | 24.39%-33.7pp | 2041.28%-2050.6pp |
| Employer contribution / active EE | $714 | $1,922-62.8% | $2,689-73.4% | $2,203-67.6% |
| Participant deferral / active EE | $1,969 | $2,399-17.9% | $3,162-37.7% | $3,192-38.3% |
| Admin fee / account holder | $193 | $2,818-93.1% | $3,356-94.2% | $4,297-95.5% |