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 | $2,802 | $163,101-98.3% | $136,749-98.0% | $142,382-98.0% |
| Participation rate | 54.5% | 78.2%-23.7pp | 72.1%-17.6pp | 80.1%-25.6pp |
| Annual return | 16.63% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $935 | $5,585-83.3% | $4,692-80.1% | $6,507-85.6% |
| Admin fee / account holder | $160 | $14,318-98.9% | $11,386-98.6% | $12,624-98.7% |