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 | $979 | $80,717-98.8% | $154,803-99.4% | $84,808-98.8% |
| Participation rate | 56.2% | 66.8%-10.6pp | 78.1%-21.9pp | 68.3%-12.1pp |
| Annual return | 22.36% | 37.96%-15.6pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $217 | $3,303-93.4% | $5,540-96.1% | $4,212-94.9% |
| Admin fee / account holder | $53 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |