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 | $6,860 | $106,584-93.6% | $101,326-93.2% | $142,382-95.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 81.5%-52.9pp | 80.1%-51.5pp |
| Annual return | 24.11% | 36.93%-12.8pp | 36.82%-12.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,130 | $8,297-86.4% | $7,994-85.9% | $6,507-82.6% |
| Admin fee / account holder | $36 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |