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 | $3,559 | $46,464-92.3% | $150,298-97.6% | $79,634-95.5% |
| Participation rate | 37.8% | 57.0%-19.1pp | 77.8%-39.9pp | 62.5%-24.6pp |
| Annual return | 18.92% | 27.89%-9.0pp | 62.79%-43.9pp | 36.46%-17.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $259 | $2,157-88.0% | $5,453-95.2% | $3,835-93.2% |
| Admin fee / account holder | $171 | $891-80.9% | $14,116-98.8% | $1,002-83.0% |