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 7-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 | $2,787 | $109,327-97.5% | $89,391-96.9% | $158,922-98.2% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.0%-3.7pp | 82.0%-17.7pp |
| Annual return | 21.46% | 345.68%-324.2pp | 245.62%-224.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $450 | $3,170-85.8% | $2,586-82.6% | $4,761-90.5% |
| Participant deferral / active EE | $493 | $4,598-89.3% | $3,890-87.3% | $5,982-91.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |