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 3-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 | $19,858 | $201,272-90.1% | $184,203-89.2% | $145,922-86.4% |
| Participation rate | 45.8% | 87.5%-41.7pp | 86.8%-41.0pp | 80.3%-34.4pp |
| Annual return | 13.08% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,676 | $7,022-76.1% | $6,427-73.9% | $4,660-64.0% |
| Participant deferral / active EE | $2,856 | $9,806-70.9% | $9,131-68.7% | $6,688-57.3% |
| Admin fee / account holder | $47 | $16,364-99.7% | $13,901-99.7% | $13,397-99.6% |