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 | $1,722 | $72,277-97.6% | $101,248-98.3% | $79,858-97.8% |
| Participation rate | 32.0% | 68.5%-36.5pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | 129.02% | 22.30%+106.7pp | 46.47%+82.5pp | 31.71%+97.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $449 | $3,282-86.3% | $4,370-89.7% | $3,740-88.0% |
| Admin fee / account holder | $129 | $4,400-97.1% | $5,945-97.8% | $5,306-97.6% |