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 9-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 | $18,370 | $138,065-86.7% | $123,544-85.1% | $135,375-86.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -18.65% | 153.68%-172.3pp | 119.20%-137.8pp | 519.73%-538.4pp |
| Employer contribution / active EE | $1,893 | $5,151-63.3% | $4,628-59.1% | $4,779-60.4% |
| Participant deferral / active EE | $5,188 | $6,799-23.7% | $6,426-19.3% | $5,609-7.5% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |