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 | $7,014 | $105,860-93.4% | $90,749-92.3% | $134,475-94.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -25.98% | -11.01%-15.0pp | -12.16%-13.8pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,743 | $3,462-49.6% | $2,921-40.3% | $4,740-63.2% |
| Participant deferral / active EE | $2,216 | $5,216-57.5% | $4,564-51.5% | $6,400-65.4% |
| Admin fee / account holder | $18 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |