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 8-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 | $6,896 | $54,726-87.4% | $68,793-90.0% | $64,186-89.3% |
| Participation rate | 47.9% | 68.0%-20.1pp | 72.2%-24.3pp | 69.6%-21.7pp |
| Annual return | -24.83% | -1.62%-23.2pp | -4.63%-20.2pp | 7.63%-32.5pp |
| Employer contribution / active EE | $1,031 | $1,846-44.1% | $2,625-60.7% | $2,381-56.7% |
| Participant deferral / active EE | $2,207 | $2,626-16.0% | $3,311-33.3% | $3,470-36.4% |
| Admin fee / account holder | $107 | $4,027-97.3% | $5,131-97.9% | $4,888-97.8% |