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 | $4,851 | $59,805-91.9% | $79,550-93.9% | $68,494-92.9% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.5%-6.7pp | 67.9%-5.1pp |
| Annual return | -22.13% | -12.30%-9.8pp | 0.16%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $933 | $1,505-38.0% | $2,413-61.3% | $2,596-64.1% |
| Participant deferral / active EE | $1,990 | $3,024-34.2% | $3,985-50.1% | $4,027-50.6% |
| Admin fee / account holder | $213 | $4,835-95.6% | $6,832-96.9% | $5,403-96.1% |