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 | $1,598 | $27,915-94.3% | $58,482-97.3% | $75,163-97.9% |
| Participation rate | 34.1% | 38.8%-4.7pp | 50.9%-16.7pp | 67.2%-33.0pp |
| Annual return | -31.63% | 44.20%-75.8pp | 4239.32%-4271.0pp | 160.62%-192.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $532 | $1,201-55.7% | $1,924-72.3% | $4,125-87.1% |
| Admin fee / account holder | $248 | $1,726-85.6% | $2,516-90.2% | $5,651-95.6% |