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 | $16,956 | $64,707-73.8% | $112,228-84.9% | $68,494-75.2% |
| Participation rate | 28.3% | 67.2%-38.8pp | 75.1%-46.8pp | 67.9%-39.6pp |
| Annual return | -21.36% | -11.40%-10.0pp | 27.45%-48.8pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,301 | $3,565+20.6% | $4,728-9.0% | $4,027+6.8% |
| Admin fee / account holder | $210 | $5,232-96.0% | $6,410-96.7% | $5,403-96.1% |