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 | $25,688 | $72,404-64.5% | $110,238-76.7% | $64,186-60.0% |
| Participation rate | 47.9% | 73.3%-25.4pp | 79.8%-31.9pp | 69.6%-21.7pp |
| Annual return | -8.72% | -6.29%-2.4pp | 314.74%-323.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $695 | $2,282-69.5% | $3,826-81.8% | $2,381-70.8% |
| Participant deferral / active EE | $2,150 | $3,469-38.0% | $4,672-54.0% | $3,470-38.0% |
| Admin fee / account holder | $85 | $5,664-98.5% | $8,547-99.0% | $4,888-98.3% |