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.
Participant contribution per participant 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 | $4,868 | $77,899-93.8% | $149,673-96.7% | $75,163-93.5% |
| Participation rate | 23.7% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.5pp |
| Annual return | 29.27% | 31.72%-2.5pp | 134.42%-105.1pp | 160.62%-131.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $806 | $3,411-76.4% | $5,680-85.8% | $4,125-80.5% |
| Admin fee / account holder | $14 | $5,956-99.8% | $13,210-99.9% | $5,651-99.7% |