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 | $5,027 | $73,867-93.2% | $143,757-96.5% | $68,494-92.7% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -57.30% | 1.01%-58.3pp | -0.04%-57.3pp | -7.84%-49.5pp |
| Employer contribution / active EE | $668 | $3,184-79.0% | $4,951-86.5% | $2,596-74.3% |
| Participant deferral / active EE | $1,062 | $3,384-68.6% | $5,637-81.2% | $4,027-73.6% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |