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 | $6,287 | $80,968-92.2% | $96,544-93.5% | $75,163-91.6% |
| Participation rate | 18.2% | 71.8%-53.6pp | 76.0%-57.8pp | 67.2%-49.0pp |
| Annual return | 28.95% | 27.06%+1.9pp | 25.84%+3.1pp | 160.62%-131.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,089 | $3,928-72.3% | $4,851-77.5% | $4,125-73.6% |
| Admin fee / account holder | $29 | $6,724-99.6% | $8,252-99.6% | $5,651-99.5% |