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 6-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 | $16,861 | $80,724-79.1% | $103,333-83.7% | $74,495-77.4% |
| Participation rate | 2.9% | 65.7%-62.8pp | 74.5%-71.6pp | 67.2%-64.3pp |
| Annual return | 11.49% | 27.56%-16.1pp | 24.88%-13.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $86 | $3,860-97.8% | $5,057-98.3% | $4,346-98.0% |
| Admin fee / account holder | $283 | $2,368-88.1% | $8,355-96.6% | $1,942-85.4% |