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 | $4,444 | $117,983-96.2% | $101,794-95.6% | $142,382-96.9% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.2%-7.6pp | 80.1%-18.6pp |
| Annual return | 33.46% | 36.92%-3.5pp | 30.53%+2.9pp | 217.08%-183.6pp |
| Employer contribution / active EE | $736 | $2,773-73.5% | $2,289-67.8% | $4,299-82.9% |
| Participant deferral / active EE | $845 | $4,714-82.1% | $4,084-79.3% | $6,507-87.0% |
| Admin fee / account holder | $159 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |