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 | $5,033 | $178,584-97.2% | $84,750-94.1% | - |
| Participation rate | 47.5% | 64.5%-17.0pp | 76.6%-29.1pp | - |
| Annual return | 8.41% | 76.22%-67.8pp | 22.78%-14.4pp | - |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,574-100.0% | - |
| Participant deferral / active EE | $1,461 | $2,836-48.5% | $3,712-60.6% | - |
| Admin fee / account holder | $99 | $9,656-99.0% | $5,332-98.1% | - |