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 | $68,914-78.3% | $136,749-89.1% | $74,304-79.9% |
| Participation rate | 2.9% | 51.3%-48.5pp | 72.1%-69.3pp | 60.3%-57.5pp |
| Annual return | 13.37% | 16.34%-3.0pp | 24.33%-11.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $46 | $2,541-98.2% | $4,692-99.0% | $3,767-98.8% |
| Admin fee / account holder | $38 | $3,149-98.8% | $11,386-99.7% | $2,969-98.7% |