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 | $14,109 | $77,813-81.9% | $123,544-88.6% | $64,186-78.0% |
| Participation rate | 55.9% | 74.7%-18.8pp | 82.3%-26.4pp | 69.6%-13.7pp |
| Annual return | -13.08% | 12.48%-25.6pp | 119.20%-132.3pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,919 | $3,014-36.3% | $4,628-58.5% | $2,381-19.4% |
| Participant deferral / active EE | $4,117 | $5,240-21.4% | $6,426-35.9% | $3,470+18.6% |
| Admin fee / account holder | $230 | $5,519-95.8% | $9,284-97.5% | $4,888-95.3% |