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 | $4,503 | $211,958-97.9% | $169,463-97.3% | $135,375-96.7% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -12.56% | 3.26%-15.8pp | 1.83%-14.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,327 | $6,075-78.1% | $5,277-74.8% | $5,609-76.3% |
| Admin fee / account holder | $14 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |