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 | $14,647 | $133,922-89.1% | $116,228-87.4% | $142,382-89.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 24.83% | 147.76%-122.9pp | 90.06%-65.2pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,466 | $3,446-57.5% | $2,994-51.0% | $4,299-65.9% |
| Participant deferral / active EE | $1,566 | $5,672-72.4% | $4,953-68.4% | $6,507-75.9% |
| Admin fee / account holder | $1 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |