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 | $6,133 | $81,248-92.5% | $155,509-96.1% | $80,856-92.4% |
| Participation rate | 27.8% | 66.2%-38.5pp | 78.2%-50.4pp | 67.6%-39.9pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $732 | $3,100-76.4% | $4,672-84.3% | $2,755-73.4% |
| Participant deferral / active EE | $870 | $3,452-74.8% | $5,626-84.5% | $4,296-79.7% |
| Admin fee / account holder | $25 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |