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 | $3,218 | $52,279-93.8% | $89,391-96.4% | $79,858-96.0% |
| Participation rate | 10.6% | 57.5%-46.9pp | 68.0%-57.3pp | 69.6%-59.0pp |
| Annual return | 53.25% | 22.16%+31.1pp | 245.62%-192.4pp | 31.71%+21.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $253 | $2,740-90.8% | $3,890-93.5% | $3,740-93.2% |
| Admin fee / account holder | $80 | $3,356-97.6% | $4,881-98.4% | $5,306-98.5% |