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 | $5,420 | $217,402-97.5% | $185,823-97.1% | $167,490-96.8% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 27.96% | 148.36%-120.4pp | 122.05%-94.1pp | 478.56%-450.6pp |
| Employer contribution / active EE | $1,335 | $5,873-77.3% | $5,167-74.2% | $4,837-72.4% |
| Participant deferral / active EE | $2,188 | $6,356-65.6% | $5,568-60.7% | $6,341-65.5% |
| Admin fee / account holder | $33 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |