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 | $7,822 | $43,327-81.9% | $59,878-86.9% | $64,186-87.8% |
| Participation rate | 42.3% | 69.2%-26.9pp | 74.7%-32.4pp | 69.6%-27.3pp |
| Annual return | -7.64% | -1.55%-6.1pp | 3.46%-11.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $938 | $2,546-63.2% | $3,402-72.4% | $3,470-73.0% |
| Admin fee / account holder | $35 | $3,005-98.8% | $3,590-99.0% | $4,888-99.3% |