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 4-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 | $10,617 | $180,449-94.1% | $154,107-93.1% | $135,375-92.2% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -18.50% | 888.09%-906.6pp | 735.12%-753.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $1,698 | $6,035-71.9% | $5,298-67.9% | $4,779-64.5% |
| Participant deferral / active EE | $2,770 | $5,806-52.3% | $5,081-45.5% | $5,609-50.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |