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 5-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 | $11,642 | $100,754-88.4% | $86,677-86.6% | $134,475-91.3% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.2pp | 81.2%-47.9pp |
| Annual return | -29.09% | 29.04%-58.1pp | 35.91%-65.0pp | 417.96%-447.1pp |
| Employer contribution / active EE | $1,051 | $3,489-69.9% | $2,836-62.9% | $4,740-77.8% |
| Participant deferral / active EE | $1,827 | $5,338-65.8% | $4,656-60.8% | $6,400-71.4% |
| Admin fee / account holder | $25 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |