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 3-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 | $2,246 | $76,407-97.1% | $150,298-98.5% | $82,448-97.3% |
| Participation rate | 38.4% | 66.4%-28.0pp | 77.8%-39.4pp | 68.1%-29.7pp |
| Annual return | 23.57% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $353 | $3,214-89.0% | $5,453-93.5% | $4,139-91.5% |
| Admin fee / account holder | $141 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |