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 | $9,798 | $91,911-89.3% | $68,793-85.8% | $135,375-92.8% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -13.63% | -8.22%-5.4pp | -4.63%-9.0pp | 519.73%-533.4pp |
| Employer contribution / active EE | $1,387 | $3,924-64.7% | $2,625-47.2% | $4,779-71.0% |
| Participant deferral / active EE | $1,927 | $4,315-55.3% | $3,311-41.8% | $5,609-65.6% |
| Admin fee / account holder | $219 | $9,240-97.6% | $5,131-95.7% | $10,827-98.0% |