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 | $10,053 | $71,883-86.0% | $86,677-88.4% | $68,494-85.3% |
| Participation rate | 44.0% | 72.2%-28.2pp | 76.6%-32.6pp | 67.9%-23.9pp |
| Annual return | -24.37% | 3.52%-27.9pp | 35.91%-60.3pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,149 | $2,173-47.1% | $2,836-59.5% | $2,596-55.7% |
| Participant deferral / active EE | $1,802 | $3,779-52.3% | $4,656-61.3% | $4,027-55.3% |
| Admin fee / account holder | $51 | $6,112-99.2% | $7,493-99.3% | $5,403-99.0% |