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 5-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 | $3,138 | $48,795-93.6% | $65,493-95.2% | $84,808-96.3% |
| Participation rate | 48.6% | 67.0%-18.4pp | 73.1%-24.5pp | 68.3%-19.7pp |
| Annual return | 23.71% | 20.20%+3.5pp | 982.45%-958.7pp | 40.90%-17.2pp |
| Employer contribution / active EE | $418 | $1,930-78.4% | $2,574-83.8% | $2,631-84.1% |
| Participant deferral / active EE | $790 | $2,928-73.0% | $3,961-80.0% | $4,212-81.2% |
| Admin fee / account holder | $263 | $3,877-93.2% | $5,028-94.8% | $7,344-96.4% |