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 | $14,379 | $86,699-83.4% | $73,307-80.4% | $125,391-88.5% |
| Participation rate | 46.2% | 78.6%-32.5pp | 74.9%-28.8pp | 83.2%-37.0pp |
| Annual return | -4.26% | 2.78%-7.0pp | 5.67%-9.9pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,117 | $4,152-73.1% | $3,237-65.5% | $4,866-77.0% |
| Participant deferral / active EE | $2,259 | $5,550-59.3% | $4,991-54.7% | $5,352-57.8% |
| Admin fee / account holder | $137 | $7,771-98.2% | $5,637-97.6% | $9,540-98.6% |