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 | $11,528 | $50,958-77.4% | $74,550-84.5% | $64,186-82.0% |
| Participation rate | 65.8% | 61.1%+4.8pp | 69.1%-3.3pp | 69.6%-3.7pp |
| Annual return | -8.23% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $717 | $1,115-35.7% | $1,961-63.4% | $2,381-69.9% |
| Participant deferral / active EE | $1,459 | $2,301-36.6% | $3,108-53.1% | $3,470-58.0% |
| Admin fee / account holder | $194 | $4,223-95.4% | $5,060-96.2% | $4,888-96.0% |