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 | $6,023 | $45,035-86.6% | $62,995-90.4% | $70,131-91.4% |
| Participation rate | 22.2% | 69.5%-47.3pp | 74.8%-52.6pp | 69.5%-47.3pp |
| Annual return | 2.73% | 18.76%-16.0pp | 87.57%-84.8pp | 73.14%-70.4pp |
| Employer contribution / active EE | $1,495 | $2,051-27.1% | $2,759-45.8% | $2,342-36.2% |
| Participant deferral / active EE | $811 | $2,465-67.1% | $3,329-75.6% | $3,332-75.7% |
| Admin fee / account holder | $228 | $2,834-91.9% | $3,600-93.7% | $4,645-95.1% |