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 | $19,801 | $77,813-74.6% | $123,544-84.0% | $64,186-69.1% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -10.52% | 12.48%-23.0pp | 119.20%-129.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,023 | $3,014-32.9% | $4,628-56.3% | $2,381-15.0% |
| Participant deferral / active EE | $5,573 | $5,240+6.4% | $6,426-13.3% | $3,470+60.6% |
| Admin fee / account holder | $131 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |