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 | $11,599 | $57,354-79.8% | $83,848-86.2% | $64,186-81.9% |
| Participation rate | 37.2% | 68.6%-31.4pp | 76.1%-38.9pp | 69.6%-32.4pp |
| Annual return | -15.32% | 11.38%-26.7pp | 850.88%-866.2pp | 7.63%-22.9pp |
| Employer contribution / active EE | $794 | $2,545-68.8% | $3,631-78.1% | $2,381-66.6% |
| Participant deferral / active EE | $1,225 | $2,993-59.1% | $4,082-70.0% | $3,470-64.7% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |