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 | $8,983 | $127,386-92.9% | $115,037-92.2% | $125,391-92.8% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | -4.12% | 31.28%-35.4pp | 26.14%-30.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,337 | $5,166-54.8% | $4,608-49.3% | $4,866-52.0% |
| Participant deferral / active EE | $2,759 | $6,423-57.0% | $6,026-54.2% | $5,352-48.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |