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 3-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 | $6,019 | $109,881-94.5% | $150,045-96.0% | $84,808-92.9% |
| Participation rate | 20.0% | 76.1%-56.1pp | 82.3%-62.3pp | 68.3%-48.3pp |
| Annual return | 26.36% | 28.25%-1.9pp | 62.55%-36.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $663 | $6,636-90.0% | $7,997-91.7% | $4,212-84.3% |
| Admin fee / account holder | $44 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |