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 10-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 | $3,555 | $70,002-94.9% | $115,037-96.9% | $52,331-93.2% |
| Participation rate | 57.1% | 72.1%-15.0pp | 81.4%-24.2pp | 68.1%-11.0pp |
| Annual return | 140.66% | 4.04%+136.6pp | 26.14%+114.5pp | 4.54%+136.1pp |
| Employer contribution / active EE | $617 | $2,715-77.3% | $4,608-86.6% | $1,882-67.2% |
| Participant deferral / active EE | $613 | $4,920-87.5% | $6,026-89.8% | $3,022-79.7% |
| Admin fee / account holder | $83 | $566-85.4% | $8,175-99.0% | $592-86.0% |