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 10-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 | $4,231 | $167,483-97.5% | $115,752-96.3% | $147,584-97.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 82.8%-22.8pp |
| Annual return | 25.31% | 12.11%+13.2pp | 19.41%+5.9pp | 578.55%-553.2pp |
| Employer contribution / active EE | $937 | $4,960-81.1% | $3,492-73.2% | $4,876-80.8% |
| Participant deferral / active EE | $1,075 | $7,037-84.7% | $5,204-79.3% | $5,439-80.2% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |