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 8-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 | $11,149 | $47,848-76.7% | $81,478-86.3% | $70,131-84.1% |
| Participation rate | 26.8% | 58.3%-31.5pp | 68.0%-41.2pp | 69.5%-42.8pp |
| Annual return | 10.24% | 27.25%-17.0pp | 38.78%-28.5pp | 73.14%-62.9pp |
| Employer contribution / active EE | $329 | $1,527-78.5% | $2,568-87.2% | $2,342-86.0% |
| Participant deferral / active EE | $1,442 | $2,453-41.2% | $3,537-59.2% | $3,332-56.7% |
| Admin fee / account holder | $69 | $3,145-97.8% | $4,561-98.5% | $4,645-98.5% |