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 | $11,049 | $138,065-92.0% | $123,544-91.1% | $135,375-91.8% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | -31.39% | 153.68%-185.1pp | 119.20%-150.6pp | 519.73%-551.1pp |
| Employer contribution / active EE | $1,371 | $5,151-73.4% | $4,628-70.4% | $4,779-71.3% |
| Participant deferral / active EE | $3,713 | $6,799-45.4% | $6,426-42.2% | $5,609-33.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |