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 3-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 | $11,268 | $59,805-81.2% | $79,550-85.8% | $68,494-83.5% |
| Participation rate | 47.2% | 61.1%-13.8pp | 69.5%-22.3pp | 67.9%-20.7pp |
| Annual return | -20.58% | -12.30%-8.3pp | 0.16%-20.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,217 | $1,505-19.2% | $2,413-49.6% | $2,596-53.1% |
| Participant deferral / active EE | $2,074 | $3,024-31.4% | $3,985-48.0% | $4,027-48.5% |
| Admin fee / account holder | $140 | $4,835-97.1% | $6,832-97.9% | $5,403-97.4% |