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 10-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 | $1,686 | $85,766-98.0% | $136,294-98.8% | $70,131-97.6% |
| Participation rate | 32.7% | 74.2%-41.5pp | 81.9%-49.2pp | 69.5%-36.8pp |
| Annual return | 26.23% | 31.45%-5.2pp | 5155.94%-5129.7pp | 73.14%-46.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $591 | $5,051-88.3% | $6,247-90.5% | $3,332-82.3% |
| Admin fee / account holder | $58 | $5,420-98.9% | $9,243-99.4% | $4,645-98.8% |