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 3-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 | $5,198 | $53,516-90.3% | $126,539-95.9% | $84,808-93.9% |
| Participation rate | 27.5% | 58.2%-30.7pp | 69.8%-42.3pp | 68.3%-40.8pp |
| Annual return | 16.54% | 58.34%-41.8pp | 425.95%-409.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $413 | $2,671-84.5% | $4,083-89.9% | $4,212-90.2% |
| Admin fee / account holder | $261 | $4,497-94.2% | $6,065-95.7% | $7,344-96.4% |