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 | $741 | $63,703-98.8% | $93,063-99.2% | $82,448-99.1% |
| Participation rate | 56.4% | 63.8%-7.4pp | 72.1%-15.7pp | 68.1%-11.7pp |
| Annual return | 15.88% | -775.43%+791.3pp | 34.15%-18.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $84 | $2,919-97.1% | $3,958-97.9% | $4,139-98.0% |
| Admin fee / account holder | $51 | $5,982-99.1% | $6,033-99.2% | $7,234-99.3% |