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 | $4,779 | $43,327-89.0% | $59,878-92.0% | $64,186-92.6% |
| Participation rate | 35.3% | 69.2%-33.9pp | 74.7%-39.4pp | 69.6%-34.3pp |
| Annual return | -26.18% | -1.55%-24.6pp | 3.46%-29.6pp | 7.63%-33.8pp |
| Employer contribution / active EE | $470 | $2,028-76.8% | $2,722-82.7% | $2,381-80.3% |
| Participant deferral / active EE | $1,055 | $2,546-58.6% | $3,402-69.0% | $3,470-69.6% |
| Admin fee / account holder | $49 | $3,005-98.4% | $3,590-98.6% | $4,888-99.0% |