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 5-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 | $2,670 | $41,078-93.5% | $80,569-96.7% | $71,457-96.3% |
| Participation rate | 7.9% | 50.2%-42.4pp | 67.0%-59.1pp | 67.9%-60.1pp |
| Annual return | 21.41% | 38.45%-17.0pp | 935.43%-914.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $130 | $2,699-95.2% | $4,447-97.1% | $4,289-97.0% |
| Admin fee / account holder | $103 | $1,840-94.4% | $5,377-98.1% | $1,587-93.5% |