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 | $50,982-93.0% | $154,803-97.7% | $85,563-95.8% |
| Participation rate | 37.8% | 59.8%-21.9pp | 78.1%-40.2pp | 66.0%-28.1pp |
| Annual return | 18.92% | 30.35%-11.4pp | 58.88%-40.0pp | 31.51%-12.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $259 | $2,474-89.5% | $5,540-95.3% | $4,375-94.1% |
| Admin fee / account holder | $171 | $846-79.8% | $14,329-98.8% | $834-79.6% |