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 | $1,648 | $52,353-96.9% | $120,225-98.6% | $82,448-98.0% |
| Participation rate | 57.4% | 58.3%-0.9pp | 69.6%-12.2pp | 68.1%-10.7pp |
| Annual return | 19.33% | 61.85%-42.5pp | 439.23%-419.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $451 | $2,627-82.8% | $3,999-88.7% | $4,139-89.1% |
| Admin fee / account holder | $111 | $4,363-97.4% | $5,696-98.0% | $7,234-98.5% |