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 9-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 | $4,749 | $45,312-89.5% | $86,233-94.5% | $67,986-93.0% |
| Participation rate | 13.9% | 42.4%-28.5pp | 69.0%-55.1pp | 57.2%-43.3pp |
| Annual return | 22.05% | 24.79%-2.7pp | 61.39%-39.3pp | 31.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $210 | $2,185-90.4% | $4,559-95.4% | $3,358-93.8% |
| Admin fee / account holder | $37 | $3,295-98.9% | $8,342-99.6% | $3,203-98.9% |