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 10-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 | $5,666 | $32,037-82.3% | $69,182-91.8% | $62,891-91.0% |
| Participation rate | 10.3% | 43.4%-33.2pp | 55.1%-44.9pp | 69.3%-59.0pp |
| Annual return | -53.01% | 15.16%-68.2pp | -21.93%-31.1pp | 20.14%-73.2pp |
| Employer contribution / active EE | $136 | $679-79.9% | $1,206-88.7% | $2,281-94.0% |
| Participant deferral / active EE | $499 | $1,185-57.9% | $1,897-73.7% | $3,203-84.4% |
| Admin fee / account holder | $105 | $2,608-96.0% | $2,697-96.1% | $4,296-97.5% |