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 4-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 | $4,826 | $110,257-95.6% | $96,544-95.0% | $139,434-96.5% |
| Participation rate | 13.6% | 78.1%-64.5pp | 76.0%-62.3pp | 80.3%-66.7pp |
| Annual return | 29.71% | 26.32%+3.4pp | 25.84%+3.9pp | 372.94%-343.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $364 | $5,548-93.4% | $4,851-92.5% | $6,710-94.6% |
| Admin fee / account holder | $13 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |