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 5-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 | $1,769 | $86,944-98.0% | $107,525-98.4% | $74,304-97.6% |
| Participation rate | 55.3% | 59.6%-4.2pp | 75.1%-19.7pp | 60.3%-5.0pp |
| Annual return | 22.28% | 23.52%-1.2pp | 181.32%-159.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $298 | $3,554-91.6% | $5,116-94.2% | $3,767-92.1% |
| Admin fee / account holder | $203 | $3,727-94.6% | $8,919-97.7% | $2,969-93.2% |