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 | $11,927 | $86,929-86.3% | $102,423-88.4% | $80,856-85.2% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.6%-15.4pp |
| Annual return | 15.09% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $774 | $2,369-67.3% | $3,023-74.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,363 | $4,118-66.9% | $5,053-73.0% | $4,296-68.3% |
| Admin fee / account holder | $5 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |