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 | $7,558 | $158,817-95.2% | $121,196-93.8% | $135,375-94.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -11.39% | -0.64%-10.8pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $968 | $5,665-82.9% | $4,022-75.9% | $4,779-79.7% |
| Participant deferral / active EE | $1,452 | $4,005-63.7% | $3,344-56.6% | $5,609-74.1% |
| Admin fee / account holder | $88 | $6,512-98.6% | $5,019-98.2% | $10,827-99.2% |