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 | $9,425 | $106,515-91.2% | $96,683-90.3% | $139,434-93.2% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.3%-55.6pp | 80.3%-61.6pp |
| Annual return | 73.46% | 38.43%+35.0pp | 35.69%+37.8pp | 372.94%-299.5pp |
| Employer contribution / active EE | $956 | $4,103-76.7% | $3,737-74.4% | $4,751-79.9% |
| Participant deferral / active EE | $956 | $5,454-82.5% | $4,878-80.4% | $6,710-85.8% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |