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 | $14,938 | $64,890-77.0% | $134,172-88.9% | $67,986-78.0% |
| Participation rate | 2.9% | 48.5%-45.7pp | 72.5%-69.6pp | 57.2%-54.3pp |
| Annual return | 13.37% | 16.12%-2.8pp | 25.30%-11.9pp | 31.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $46 | $2,289-98.0% | $4,690-99.0% | $3,358-98.6% |
| Admin fee / account holder | $38 | $3,140-98.8% | $12,016-99.7% | $3,203-98.8% |