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 6-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 | $2,866 | $169,032-98.3% | $129,207-97.8% | $145,922-98.0% |
| Participation rate | 54.5% | 76.4%-21.9pp | 69.6%-15.1pp | 80.3%-25.7pp |
| Annual return | 3.41% | 14330.11%-14326.7pp | 9417.33%-9413.9pp | 561.29%-557.9pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,241 | $4,987-75.1% | $4,168-70.2% | $6,688-81.4% |
| Admin fee / account holder | $159 | $9,954-98.4% | $7,715-97.9% | $13,397-98.8% |