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 10-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 | $3,373 | $77,419-95.6% | $69,455-95.1% | $152,861-97.8% |
| Participation rate | 37.5% | 78.1%-40.6pp | 74.6%-37.1pp | 82.4%-44.9pp |
| Annual return | 20.86% | 39.06%-18.2pp | 28.97%-8.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $115 | $4,414-97.4% | $3,535-96.8% | $5,850-98.0% |
| Admin fee / account holder | $12 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |