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 | $83,369-97.9% | $105,223-98.3% | $67,986-97.4% |
| Participation rate | 55.3% | 56.3%-1.0pp | 75.0%-19.7pp | 57.2%-1.9pp |
| Annual return | 22.28% | 24.64%-2.4pp | 180.65%-158.4pp | 31.67%-9.4pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $298 | $3,295-91.0% | $5,072-94.1% | $3,358-91.1% |
| Admin fee / account holder | $203 | $4,073-95.0% | $8,859-97.7% | $3,203-93.7% |