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 | $7,251 | $58,577-87.6% | $83,333-91.3% | $64,186-88.7% |
| Participation rate | 69.4% | 72.0%-2.6pp | 77.8%-8.3pp | 69.6%-0.1pp |
| Annual return | -14.33% | 9.65%-24.0pp | 10.63%-25.0pp | 7.63%-22.0pp |
| Employer contribution / active EE | $1,419 | $2,098-32.4% | $3,379-58.0% | $2,381-40.4% |
| Participant deferral / active EE | $2,034 | $4,654-56.3% | $5,565-63.4% | $3,470-41.4% |
| Admin fee / account holder | $215 | $9,275-97.7% | $7,510-97.1% | $4,888-95.6% |