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 6-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 | $5,286 | $83,477-93.7% | $125,175-95.8% | $72,985-92.8% |
| Participation rate | 17.2% | 73.3%-56.1pp | 79.8%-62.5pp | 69.5%-52.2pp |
| Annual return | 23.85% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $447 | $3,585-87.5% | $4,937-90.9% | $3,607-87.6% |
| Admin fee / account holder | $282 | $5,517-94.9% | $9,702-97.1% | $5,124-94.5% |