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 6-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 | $4,156 | $63,861-93.5% | $104,607-96.0% | $79,858-94.8% |
| Participation rate | 22.5% | 64.9%-42.4pp | 74.1%-51.6pp | 69.6%-47.1pp |
| Annual return | 209.34% | 21.30%+188.0pp | 340.46%-131.1pp | 31.71%+177.6pp |
| Employer contribution / active EE | $279 | $1,588-82.5% | $2,681-89.6% | $2,471-88.7% |
| Participant deferral / active EE | $451 | $2,693-83.2% | $3,740-87.9% | $3,740-87.9% |
| Admin fee / account holder | $54 | $4,185-98.7% | $6,473-99.2% | $5,306-99.0% |