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 | $20,106 | $127,100-84.2% | $105,738-81.0% | $135,375-85.1% |
| Participation rate | 22.2% | 82.7%-60.5pp | 76.3%-54.1pp | 82.6%-60.4pp |
| Annual return | -10.96% | 4.49%-15.5pp | 6.27%-17.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $990 | $4,107-75.9% | $3,268-69.7% | $4,779-79.3% |
| Participant deferral / active EE | $1,766 | $5,064-65.1% | $4,080-56.7% | $5,609-68.5% |
| Admin fee / account holder | $284 | $9,087-96.9% | $6,913-95.9% | $10,827-97.4% |