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 | $10,161 | $89,753-88.7% | $107,525-90.6% | $84,808-88.0% |
| Participation rate | 5.9% | 68.1%-62.2pp | 75.1%-69.2pp | 68.3%-62.4pp |
| Annual return | 25.58% | 29.48%-3.9pp | 181.32%-155.7pp | 40.90%-15.3pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $175 | $4,056-95.7% | $5,116-96.6% | $4,212-95.8% |
| Admin fee / account holder | $34 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |