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 | $5,069 | $109,413-95.4% | $156,263-96.8% | $84,808-94.0% |
| Participation rate | 20.7% | 72.7%-52.0pp | 78.9%-58.2pp | 68.3%-47.6pp |
| Annual return | 22.25% | 20.18%+2.1pp | 59.47%-37.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $264 | $4,590-94.2% | $6,158-95.7% | $4,212-93.7% |
| Admin fee / account holder | $230 | $9,357-97.5% | $14,255-98.4% | $7,344-96.9% |