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 4-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 | $10,481 | $108,825-90.4% | $156,181-93.3% | $82,448-87.3% |
| Participation rate | 5.6% | 72.4%-66.8pp | 78.8%-73.3pp | 68.1%-62.5pp |
| Annual return | 21.21% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $210 | $4,577-95.4% | $6,132-96.6% | $4,139-94.9% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |