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 | $3,528 | $44,960-92.2% | $84,966-95.8% | $74,495-95.3% |
| Participation rate | 8.1% | 49.4%-41.2pp | 67.5%-59.4pp | 67.2%-59.1pp |
| Annual return | 11.27% | 26.24%-15.0pp | 66.38%-55.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $129 | $2,731-95.3% | $4,519-97.1% | $4,346-97.0% |
| Admin fee / account holder | $13 | $2,209-99.4% | $6,149-99.8% | $1,942-99.3% |