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 | $392 | $59,097-99.3% | $82,389-99.5% | $74,304-99.5% |
| Participation rate | 50.3% | 52.8%-2.4pp | 69.5%-19.2pp | 60.3%-10.0pp |
| Annual return | 18.58% | 22.85%-4.3pp | 28.67%-10.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $146 | $2,775-94.7% | $4,155-96.5% | $3,767-96.1% |
| Admin fee / account holder | $37 | $4,489-99.2% | $7,231-99.5% | $2,969-98.8% |