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 3-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 | $1,405 | $45,343-96.9% | $150,298-99.1% | $67,986-97.9% |
| Participation rate | 29.7% | 51.9%-22.2pp | 77.8%-48.1pp | 57.2%-27.5pp |
| Annual return | 23.92% | 33.28%-9.4pp | 62.79%-38.9pp | 31.67%-7.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $253 | $2,055-87.7% | $5,453-95.4% | $3,358-92.5% |
| Admin fee / account holder | $167 | $2,250-92.6% | $14,116-98.8% | $3,203-94.8% |