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 4-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 | $4,882 | $180,749-97.3% | $160,784-97.0% | $137,256-96.4% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 18.57% | 2234.46%-2215.9pp | 1803.92%-1785.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $962 | $6,844-85.9% | $6,293-84.7% | $6,407-85.0% |
| Admin fee / account holder | $74 | $10,397-99.3% | $9,717-99.2% | $12,270-99.4% |