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 4-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 | $11,544 | $58,264-80.2% | $86,612-86.7% | $71,457-83.8% |
| Participation rate | 22.0% | 65.0%-43.0pp | 71.7%-49.7pp | 67.9%-45.9pp |
| Annual return | 28.66% | 21.63%+7.0pp | 591.07%-562.4pp | 28.85%-0.2pp |
| Employer contribution / active EE | $491 | $2,574-80.9% | $3,022-83.8% | $2,588-81.0% |
| Participant deferral / active EE | $661 | $3,436-80.8% | $4,438-85.1% | $4,289-84.6% |
| Admin fee / account holder | $201 | $1,057-81.0% | $5,614-96.4% | $1,587-87.4% |