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 | $3,347 | $43,327-92.3% | $59,878-94.4% | $64,186-94.8% |
| Participation rate | 68.6% | 69.2%-0.6pp | 74.7%-6.1pp | 69.6%-1.0pp |
| Annual return | -12.91% | -1.55%-11.4pp | 3.46%-16.4pp | 7.63%-20.5pp |
| Employer contribution / active EE | $620 | $2,028-69.4% | $2,722-77.2% | $2,381-74.0% |
| Participant deferral / active EE | $1,189 | $2,546-53.3% | $3,402-65.0% | $3,470-65.7% |
| Admin fee / account holder | $13 | $3,005-99.6% | $3,590-99.6% | $4,888-99.7% |