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 | $4,737 | $54,762-91.4% | $90,281-94.8% | $72,985-93.5% |
| Participation rate | 22.4% | 65.1%-42.7pp | 73.3%-50.8pp | 69.5%-47.0pp |
| Annual return | 28.06% | 30.63%-2.6pp | 78.10%-50.0pp | 81.00%-52.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $471 | $2,887-83.7% | $3,885-87.9% | $3,607-86.9% |
| Admin fee / account holder | $34 | $3,972-99.1% | $5,351-99.4% | $5,124-99.3% |