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 | $11,681 | $107,934-89.2% | $91,989-87.3% | $152,861-92.4% |
| Participation rate | 46.2% | 81.2%-35.0pp | 78.6%-32.5pp | 82.4%-36.3pp |
| Annual return | 22.37% | 89.24%-66.9pp | 69.02%-46.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,763 | $6,364-72.3% | $5,923-70.2% | $5,850-69.9% |
| Admin fee / account holder | $37 | $10,520-99.7% | $7,743-99.5% | $11,596-99.7% |