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 | $1,214 | $68,719-98.2% | $91,541-98.7% | $84,808-98.6% |
| Participation rate | 29.3% | 64.5%-35.2pp | 69.8%-40.5pp | 68.3%-39.0pp |
| Annual return | 24.43% | 19.12%+5.3pp | 20.50%+3.9pp | 40.90%-16.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $226 | $3,136-92.8% | $4,008-94.4% | $4,212-94.6% |
| Admin fee / account holder | $274 | $5,786-95.3% | $6,956-96.1% | $7,344-96.3% |