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 8-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 | $4,416 | $49,915-91.2% | $154,803-97.1% | $74,304-94.1% |
| Participation rate | 55.1% | 54.0%+1.1pp | 78.1%-23.0pp | 60.3%-5.3pp |
| Annual return | 13.12% | 34.06%-20.9pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $262 | $1,611-83.8% | $4,305-93.9% | $2,241-88.3% |
| Participant deferral / active EE | $261 | $2,255-88.4% | $5,540-95.3% | $3,767-93.1% |
| Admin fee / account holder | $112 | $2,189-94.9% | $14,329-99.2% | $2,969-96.2% |