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 4-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 | $1,964 | $31,310-93.7% | $53,898-96.4% | $74,304-97.4% |
| Participation rate | 29.4% | 30.7%-1.3pp | 55.0%-25.6pp | 60.3%-31.0pp |
| Annual return | 22.39% | 23.16%-0.8pp | 528.60%-506.2pp | 29.43%-7.0pp |
| Employer contribution / active EE | $92 | $450-79.5% | $932-90.1% | $2,241-95.9% |
| Participant deferral / active EE | $106 | $934-88.6% | $1,826-94.2% | $3,767-97.2% |
| Admin fee / account holder | $73 | $2,175-96.6% | $2,491-97.1% | $2,969-97.5% |