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 | $1,498 | $159,602-99.1% | $150,045-99.0% | $142,382-98.9% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.3%-40.2pp | 80.1%-38.0pp |
| Annual return | 31.48% | 70.24%-38.8pp | 62.55%-31.1pp | 217.08%-185.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $435 | $8,310-94.8% | $7,997-94.6% | $6,507-93.3% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |