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 | $2,635 | $57,016-95.4% | $84,966-96.9% | $80,856-96.7% |
| Participation rate | 30.4% | 56.3%-25.9pp | 67.5%-37.1pp | 67.6%-37.2pp |
| Annual return | 21.13% | 21.66%-0.5pp | 66.38%-45.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $617 | $3,110-80.2% | $4,519-86.3% | $4,296-85.6% |
| Admin fee / account holder | $57 | $4,980-98.9% | $6,149-99.1% | $6,918-99.2% |