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 | $1,468 | $54,705-97.3% | $71,209-97.9% | $84,808-98.3% |
| Participation rate | 63.8% | 64.1%-0.2pp | 73.8%-9.9pp | 68.3%-4.5pp |
| Annual return | 5.33% | 35.90%-30.6pp | 282.51%-277.2pp | 40.90%-35.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $634 | $3,030-79.1% | $4,175-84.8% | $4,212-84.9% |
| Admin fee / account holder | $255 | $4,863-94.7% | $5,349-95.2% | $7,344-96.5% |