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 | $48,750-90.3% | $88,946-94.7% | $74,304-93.6% |
| Participation rate | 13.9% | 44.5%-30.6pp | 68.8%-54.9pp | 60.3%-46.4pp |
| Annual return | 22.05% | 25.91%-3.9pp | 57.82%-35.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $210 | $2,423-91.3% | $4,581-95.4% | $3,767-94.4% |
| Admin fee / account holder | $37 | $3,756-99.0% | $8,261-99.6% | $2,969-98.8% |