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 | $7,420 | $48,576-84.7% | $169,463-95.6% | $56,287-86.8% |
| Participation rate | 28.4% | 65.8%-37.4pp | 77.8%-49.4pp | 69.9%-41.4pp |
| Annual return | -15.10% | -2.51%-12.6pp | 1.83%-16.9pp | -9.96%-5.1pp |
| Employer contribution / active EE | $505 | $1,559-67.6% | $4,159-87.9% | $2,111-76.1% |
| Participant deferral / active EE | $1,673 | $3,275-48.9% | $5,277-68.3% | $3,350-50.1% |
| Admin fee / account holder | $119 | $435-72.6% | $9,109-98.7% | $521-77.1% |