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 6-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 | $6,142 | $88,594-93.1% | $70,092-91.2% | $134,475-95.4% |
| Participation rate | 42.9% | 74.9%-32.1pp | 70.5%-27.6pp | 81.2%-38.4pp |
| Annual return | -27.86% | 442.67%-470.5pp | 190.73%-218.6pp | 417.96%-445.8pp |
| Employer contribution / active EE | $585 | $3,233-81.9% | $2,559-77.1% | $4,740-87.6% |
| Participant deferral / active EE | $1,282 | $4,772-73.1% | $3,849-66.7% | $6,400-80.0% |
| Admin fee / account holder | $60 | $10,441-99.4% | $6,267-99.0% | $11,426-99.5% |