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 | $1,033 | $53,516-98.1% | $126,539-99.2% | $84,808-98.8% |
| Participation rate | 69.0% | 58.2%+10.7pp | 69.8%-0.9pp | 68.3%+0.7pp |
| Annual return | 19.25% | 58.34%-39.1pp | 425.95%-406.7pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $549 | $2,671-79.4% | $4,083-86.5% | $4,212-87.0% |
| Admin fee / account holder | $154 | $4,497-96.6% | $6,065-97.5% | $7,344-97.9% |