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 9-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 | $3,039 | $817,678-99.6% | $392,568-99.2% | $152,861-98.0% |
| Participation rate | 27.3% | 82.0%-54.8pp | 78.1%-50.8pp | 82.4%-55.2pp |
| Annual return | 41.52% | 22.84%+18.7pp | 24.42%+17.1pp | 345.32%-303.8pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $633 | $8,398-92.5% | $5,985-89.4% | $5,850-89.2% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |