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 | $422 | $91,190-99.5% | $178,490-99.8% | $79,858-99.5% |
| Participation rate | 64.9% | 69.2%-4.3pp | 81.9%-17.1pp | 69.6%-4.8pp |
| Annual return | 13.66% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $224 | $3,236-93.1% | $5,202-95.7% | $3,740-94.0% |
| Admin fee / account holder | $24 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |