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 | $11,478 | $65,390-82.4% | $169,368-93.2% | $71,457-83.9% |
| Participation rate | 39.4% | 67.0%-27.5pp | 77.1%-37.7pp | 67.9%-28.5pp |
| Annual return | 35.39% | 21.31%+14.1pp | 405.60%-370.2pp | 28.85%+6.5pp |
| Employer contribution / active EE | $1,023 | $2,079-50.8% | $4,013-74.5% | $2,588-60.5% |
| Participant deferral / active EE | $1,523 | $4,367-65.1% | $6,221-75.5% | $4,289-64.5% |
| Admin fee / account holder | $116 | $1,324-91.3% | $9,003-98.7% | $1,587-92.7% |