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 5-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 | $15,989 | $135,635-88.2% | $110,238-85.5% | $135,375-88.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -46.52% | 513.19%-559.7pp | 314.74%-361.3pp | 519.73%-566.3pp |
| Employer contribution / active EE | $4,845 | $4,906-1.3% | $3,826+26.6% | $4,779+1.4% |
| Participant deferral / active EE | $4,845 | $5,506-12.0% | $4,672+3.7% | $5,609-13.6% |
| Admin fee / account holder | $44 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |