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 | $564 | $61,156-99.1% | $185,823-99.7% | $79,386-99.3% |
| Participation rate | 64.9% | 66.6%-1.7pp | 81.7%-16.8pp | 70.7%-5.8pp |
| Annual return | 22.49% | 19.45%+3.0pp | 122.05%-99.6pp | 116.85%-94.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $347 | $2,789-87.5% | $5,568-93.8% | $4,046-91.4% |
| Admin fee / account holder | $31 | $710-95.7% | $16,237-99.8% | $626-95.1% |