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 9-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 | $3,683 | $104,251-96.5% | $91,001-96.0% | $147,584-97.5% |
| Participation rate | 36.4% | 78.2%-41.9pp | 75.6%-39.2pp | 82.8%-46.5pp |
| Annual return | 14.24% | 27.06%-12.8pp | 4.60%+9.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $448 | $3,116-85.6% | $2,456-81.7% | $4,876-90.8% |
| Participant deferral / active EE | $688 | $4,195-83.6% | $3,547-80.6% | $5,439-87.4% |
| Admin fee / account holder | $102 | $8,948-98.9% | $5,417-98.1% | $10,885-99.1% |