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 | $10,787 | $76,000-85.8% | $154,107-93.0% | $64,186-83.2% |
| Participation rate | 45.1% | 70.4%-25.3pp | 83.0%-38.0pp | 69.6%-24.5pp |
| Annual return | -12.70% | 30.32%-43.0pp | 735.12%-747.8pp | 7.63%-20.3pp |
| Employer contribution / active EE | $733 | $3,351-78.1% | $5,298-86.2% | $2,381-69.2% |
| Participant deferral / active EE | $2,024 | $3,175-36.2% | $5,081-60.2% | $3,470-41.7% |
| Admin fee / account holder | $14 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |