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 | $6,617 | $57,541-88.5% | $95,745-93.1% | $75,163-91.2% |
| Participation rate | 29.6% | 62.5%-32.9pp | 72.3%-42.6pp | 67.2%-37.6pp |
| Annual return | 21.24% | 34.93%-13.7pp | 28.35%-7.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $516 | $3,074-83.2% | $4,245-87.8% | $4,125-87.5% |
| Admin fee / account holder | $3 | $4,099-99.9% | $5,678-99.9% | $5,651-99.9% |