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 10-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 | $5,413 | $52,884-89.8% | $84,750-93.6% | $55,167-90.2% |
| Participation rate | 20.4% | 67.5%-47.1pp | 76.6%-56.2pp | 69.0%-48.6pp |
| Annual return | 43.37% | 18.03%+25.3pp | 22.78%+20.6pp | 169.23%-125.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $664 | $2,644-74.9% | $3,712-82.1% | $3,054-78.3% |
| Admin fee / account holder | $144 | $581-75.1% | $5,332-97.3% | $504-71.3% |