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 | $169,161-95.9% | $129,295-94.6% | $145,959-95.2% |
| Participation rate | 65.0% | 76.5%-11.5pp | 69.6%-4.6pp | 80.3%-15.3pp |
| Annual return | 7.34% | 14348.07%-14340.7pp | 9429.28%-9421.9pp | 561.95%-554.6pp |
| Employer contribution / active EE | $683 | $5,543-87.7% | $4,157-83.6% | $4,661-85.4% |
| Participant deferral / active EE | $1,539 | $4,989-69.1% | $4,169-63.1% | $6,689-77.0% |
| Admin fee / account holder | $265 | $9,878-97.3% | $7,665-96.5% | $13,398-98.0% |