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 | $3,993 | $89,753-95.6% | $107,525-96.3% | $84,808-95.3% |
| Participation rate | 31.0% | 68.1%-37.0pp | 75.1%-44.0pp | 68.3%-37.3pp |
| Annual return | 20.27% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $318 | $4,056-92.2% | $5,116-93.8% | $4,212-92.5% |
| Admin fee / account holder | $130 | $7,222-98.2% | $8,919-98.5% | $7,344-98.2% |