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 | $833 | $27,243-96.9% | $52,425-98.4% | $79,634-99.0% |
| Participation rate | 44.5% | 22.4%+22.1pp | 55.6%-11.1pp | 62.5%-18.0pp |
| Annual return | -1.18% | 63.36%-64.5pp | 302.12%-303.3pp | 36.46%-37.6pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $239 | $636-62.3% | $1,790-86.6% | $3,835-93.8% |
| Admin fee / account holder | $118 | $2,105-94.4% | $2,495-95.3% | $1,002-88.2% |