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 | $12,844 | $64,707-80.2% | $112,228-88.6% | $68,494-81.2% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -24.90% | -11.40%-13.5pp | 27.45%-52.4pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,133 | $2,746-58.7% | $3,635-68.8% | $2,596-56.4% |
| Participant deferral / active EE | $2,203 | $3,565-38.2% | $4,728-53.4% | $4,027-45.3% |
| Admin fee / account holder | $200 | $5,232-96.2% | $6,410-96.9% | $5,403-96.3% |