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 4-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 | $7,013 | $169,032-95.9% | $129,207-94.6% | $145,922-95.2% |
| Participation rate | 65.0% | 76.4%-11.4pp | 69.6%-4.6pp | 80.3%-15.3pp |
| Annual return | 7.34% | 14330.11%-14322.8pp | 9417.33%-9410.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $683 | $5,537-87.7% | $4,153-83.6% | $4,660-85.4% |
| Participant deferral / active EE | $1,539 | $4,987-69.1% | $4,168-63.1% | $6,688-77.0% |
| Admin fee / account holder | $265 | $9,954-97.3% | $7,715-96.6% | $13,397-98.0% |