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 | $5,044 | $57,590-91.2% | $86,233-94.2% | $82,448-93.9% |
| Participation rate | 8.8% | 57.9%-49.0pp | 69.0%-60.2pp | 68.1%-59.2pp |
| Annual return | 28.27% | 22.41%+5.9pp | 61.39%-33.1pp | 41.64%-13.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $180 | $3,080-94.2% | $4,559-96.1% | $4,139-95.7% |
| Admin fee / account holder | $16 | $4,730-99.7% | $8,342-99.8% | $7,234-99.8% |