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 | $4,684 | $49,915-90.6% | $154,803-97.0% | $74,304-93.7% |
| Participation rate | 5.0% | 54.0%-49.0pp | 78.1%-73.1pp | 60.3%-55.3pp |
| Annual return | 17.15% | 34.06%-16.9pp | 58.88%-41.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $110 | $2,255-95.1% | $5,540-98.0% | $3,767-97.1% |
| Admin fee / account holder | $96 | $2,189-95.6% | $14,329-99.3% | $2,969-96.8% |