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 | $4,664 | $82,130-94.3% | $453,369-99.0% | $79,386-94.1% |
| Participation rate | 22.3% | 73.4%-51.0pp | 78.0%-55.7pp | 70.7%-48.4pp |
| Annual return | 25.83% | 345.31%-319.5pp | 64.40%-38.6pp | 116.85%-91.0pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,070-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $722 | $4,314-83.3% | $6,209-88.4% | $4,046-82.1% |
| Admin fee / account holder | $245 | $531-53.8% | $11,209-97.8% | $626-60.8% |