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 | $12,028 | $46,674-74.2% | $117,472-89.8% | $68,494-82.4% |
| Participation rate | 26.2% | 56.8%-30.6pp | 70.6%-44.4pp | 67.9%-41.7pp |
| Annual return | -22.75% | -14.52%-8.2pp | 29.74%-52.5pp | -7.84%-14.9pp |
| Employer contribution / active EE | $512 | $1,505-66.0% | $4,176-87.7% | $2,596-80.3% |
| Participant deferral / active EE | $1,286 | $2,636-51.2% | $4,070-68.4% | $4,027-68.1% |
| Admin fee / account holder | $223 | $4,020-94.4% | $5,645-96.0% | $5,403-95.9% |