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 | $8,997 | $76,670-88.3% | $96,683-90.7% | $71,457-87.4% |
| Participation rate | 4.1% | 66.6%-62.5pp | 74.3%-70.3pp | 67.9%-63.9pp |
| Annual return | 27.11% | 48.29%-21.2pp | 35.69%-8.6pp | 28.85%-1.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $161 | $3,771-95.7% | $4,878-96.7% | $4,289-96.3% |
| Admin fee / account holder | $27 | $2,028-98.7% | $6,730-99.6% | $1,587-98.3% |