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 | $4,540 | $169,032-97.3% | $129,207-96.5% | $145,922-96.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 1.77% | 14330.11%-14328.3pp | 9417.33%-9415.6pp | 561.29%-559.5pp |
| Employer contribution / active EE | $366 | $5,537-93.4% | $4,153-91.2% | $4,660-92.1% |
| Participant deferral / active EE | $1,826 | $4,987-63.4% | $4,168-56.2% | $6,688-72.7% |
| Admin fee / account holder | $131 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |