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.
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 | $13,271 | $72,404-81.7% | $110,238-88.0% | $64,186-79.3% |
| Participation rate | 23.1% | 73.3%-50.3pp | 79.8%-56.7pp | 69.6%-46.5pp |
| Annual return | 42.80% | -6.29%+49.1pp | 314.74%-271.9pp | 7.63%+35.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,322 | $3,469-61.9% | $4,672-71.7% | $3,470-61.9% |
| Admin fee / account holder | $9 | $5,664-99.8% | $8,547-99.9% | $4,888-99.8% |