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 | $24,126 | $78,422-69.2% | $95,952-74.9% | $79,858-69.8% |
| Participation rate | 65.8% | 73.5%-7.7pp | 77.1%-11.3pp | 69.6%-3.8pp |
| Annual return | 4.29% | 19.37%-15.1pp | 91.61%-87.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,205 | $1,945-38.0% | $2,541-52.6% | $2,471-51.2% |
| Participant deferral / active EE | $2,846 | $3,440-17.3% | $4,167-31.7% | $3,740-23.9% |
| Admin fee / account holder | $40 | $5,622-99.3% | $6,795-99.4% | $5,306-99.2% |