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 | $2,194 | $49,915-95.6% | $154,803-98.6% | $74,304-97.0% |
| Participation rate | 58.9% | 54.0%+4.9pp | 78.1%-19.2pp | 60.3%-1.5pp |
| Annual return | 24.09% | 34.06%-10.0pp | 58.88%-34.8pp | 29.43%-5.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $605 | $2,255-73.2% | $5,540-89.1% | $3,767-84.0% |
| Admin fee / account holder | $141 | $2,189-93.6% | $14,329-99.0% | $2,969-95.3% |