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 7-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 | $2,219 | $51,638-95.7% | $68,368-96.8% | $82,448-97.3% |
| Participation rate | 57.4% | 63.6%-6.2pp | 73.8%-16.3pp | 68.1%-10.7pp |
| Annual return | 19.12% | 37.53%-18.4pp | 292.57%-273.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $290 | $2,914-90.0% | $4,123-93.0% | $4,139-93.0% |
| Admin fee / account holder | $73 | $4,643-98.4% | $5,150-98.6% | $7,234-99.0% |