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 6-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 | $947 | $91,019-99.0% | $392,568-99.8% | $72,985-98.7% |
| Participation rate | 13.1% | 74.4%-61.3pp | 78.1%-65.0pp | 69.5%-56.4pp |
| Annual return | 0.00% | 20.00%-20.0pp | 24.42%-24.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $129 | $4,570-97.2% | $5,985-97.8% | $3,607-96.4% |
| Admin fee / account holder | $7 | $4,895-99.9% | $6,260-99.9% | $5,124-99.9% |