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 5-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 | $4,782 | $69,207-93.1% | $64,056-92.5% | $139,434-96.6% |
| Participation rate | 15.0% | 75.6%-60.6pp | 72.3%-57.3pp | 80.3%-65.3pp |
| Annual return | 34.40% | 45.88%-11.5pp | 33.69%+0.7pp | 372.94%-338.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $365 | $4,682-92.2% | $3,880-90.6% | $6,710-94.6% |
| Admin fee / account holder | $14 | $4,244-99.7% | $3,068-99.5% | $11,403-99.9% |