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 3-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 | $2,156 | $132,049-98.4% | $200,582-98.9% | $74,304-97.1% |
| Participation rate | 64.9% | 84.1%-19.1pp | 86.9%-21.9pp | 60.3%+4.6pp |
| Annual return | 21.46% | 22.22%-0.8pp | 42.33%-20.9pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $684 | $7,213-90.5% | $9,331-92.7% | $3,767-81.8% |
| Admin fee / account holder | $287 | $2,405-88.1% | $16,305-98.2% | $2,969-90.3% |