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 9-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 | $19,407 | $138,065-85.9% | $123,544-84.3% | $135,375-85.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -14.57% | 153.68%-168.3pp | 119.20%-133.8pp | 519.73%-534.3pp |
| Employer contribution / active EE | $5,538 | $5,151+7.5% | $4,628+19.7% | $4,779+15.9% |
| Participant deferral / active EE | $11,548 | $6,799+69.8% | $6,426+79.7% | $5,609+105.9% |
| Admin fee / account holder | $143 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |