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 | $15,345 | $102,317-85.0% | $146,958-89.6% | $80,856-81.0% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.2%-41.4pp | 67.6%-26.9pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,245 | $3,713-66.5% | $4,933-74.8% | $2,755-54.8% |
| Participant deferral / active EE | $1,773 | $6,644-73.3% | $8,070-78.0% | $4,296-58.7% |
| Admin fee / account holder | $74 | $7,941-99.1% | $12,998-99.4% | $6,918-98.9% |