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 | $10,419 | $49,177-78.8% | $79,464-86.9% | $64,186-83.8% |
| Participation rate | 59.1% | 65.0%-5.9pp | 73.3%-14.3pp | 69.6%-10.5pp |
| Annual return | -8.29% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $864 | $2,076-58.4% | $2,800-69.2% | $2,381-63.7% |
| Participant deferral / active EE | $1,855 | $2,821-34.3% | $3,704-49.9% | $3,470-46.5% |
| Admin fee / account holder | $80 | $3,839-97.9% | $5,113-98.4% | $4,888-98.4% |