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 9-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 | $5,191 | $61,660-91.6% | $80,019-93.5% | $64,186-91.9% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -23.87% | -0.33%-23.5pp | 11.22%-35.1pp | 7.63%-31.5pp |
| Employer contribution / active EE | $862 | $1,810-52.4% | $2,468-65.1% | $2,381-63.8% |
| Participant deferral / active EE | $1,378 | $2,968-53.6% | $3,686-62.6% | $3,470-60.3% |
| Admin fee / account holder | $55 | $5,417-99.0% | $6,521-99.2% | $4,888-98.9% |