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 3-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 | $2,564 | $175,202-98.5% | $149,673-98.3% | $139,434-98.2% |
| Participation rate | 53.3% | 83.4%-30.0pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 26.10% | 166.71%-140.6pp | 134.42%-108.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $852 | $6,519-86.9% | $5,680-85.0% | $6,710-87.3% |
| Admin fee / account holder | $198 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |