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 | $2,996 | $76,407-96.1% | $150,298-98.0% | $82,448-96.4% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 16.44% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $225 | $3,214-93.0% | $5,453-95.9% | $4,139-94.6% |
| Admin fee / account holder | $78 | $6,352-98.8% | $14,116-99.4% | $7,234-98.9% |