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 | $2,328 | $53,053-95.6% | $126,539-98.2% | $74,304-96.9% |
| Participation rate | 29.4% | 48.0%-18.7pp | 69.8%-40.5pp | 60.3%-31.0pp |
| Annual return | 26.26% | 29.46%-3.2pp | 425.95%-399.7pp | 29.43%-3.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $357 | $2,303-84.5% | $4,083-91.2% | $3,767-90.5% |
| Admin fee / account holder | $124 | $3,698-96.6% | $6,065-98.0% | $2,969-95.8% |