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 7-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 | $2,757 | $49,227-94.4% | $70,449-96.1% | $79,858-96.5% |
| Participation rate | 23.8% | 69.2%-45.4pp | 75.1%-51.2pp | 69.6%-45.8pp |
| Annual return | 85.42% | 30.06%+55.4pp | 109.03%-23.6pp | 31.71%+53.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $497 | $2,768-82.1% | $3,709-86.6% | $3,740-86.7% |
| Admin fee / account holder | $11 | $2,878-99.6% | $3,845-99.7% | $5,306-99.8% |