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 6-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 | $4,273 | $72,012-94.1% | $185,823-97.7% | $79,858-94.6% |
| Participation rate | 14.8% | 65.8%-50.9pp | 78.0%-63.2pp | 69.6%-54.8pp |
| Annual return | 28.98% | 23.12%+5.9pp | 35.95%-7.0pp | 31.71%-2.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $352 | $3,779-90.7% | $5,632-93.8% | $3,740-90.6% |
| Admin fee / account holder | $22 | $4,513-99.5% | $9,500-99.8% | $5,306-99.6% |