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 3-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 | $5,611 | $100,773-94.4% | $88,946-93.7% | $142,382-96.1% |
| Participation rate | 54.2% | 74.3%-20.1pp | 68.8%-14.7pp | 80.1%-26.0pp |
| Annual return | 22.60% | 70.18%-47.6pp | 57.82%-35.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $413 | $2,918-85.8% | $2,555-83.8% | $4,299-90.4% |
| Participant deferral / active EE | $584 | $5,230-88.8% | $4,581-87.3% | $6,507-91.0% |
| Admin fee / account holder | $171 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |