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 | $51,736-95.5% | $120,225-98.1% | $67,986-96.6% |
| Participation rate | 29.4% | 46.1%-16.7pp | 69.6%-40.2pp | 57.2%-27.8pp |
| Annual return | 26.26% | 31.98%-5.7pp | 439.23%-413.0pp | 31.67%-5.4pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $357 | $2,206-83.8% | $3,999-91.1% | $3,358-89.4% |
| Admin fee / account holder | $124 | $4,159-97.0% | $5,696-97.8% | $3,203-96.1% |