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 10-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 | $1,613 | $100,041-98.4% | $149,718-98.9% | $70,131-97.7% |
| Participation rate | 54.5% | 83.6%-29.0pp | 87.1%-32.5pp | 69.5%-15.0pp |
| Annual return | 19.96% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $954 | $4,983-80.9% | $6,569-85.5% | $3,332-71.4% |
| Admin fee / account holder | $71 | $8,286-99.1% | $11,283-99.4% | $4,645-98.5% |