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 4-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 | $1,436 | $64,705-97.8% | $62,929-97.7% | $67,986-97.9% |
| Participation rate | 65.5% | 65.6%-0.1pp | 73.1%-7.6pp | 57.2%+8.3pp |
| Annual return | 24.85% | 20.31%+4.5pp | 1063.93%-1039.1pp | 31.67%-6.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $325 | $3,198-89.8% | $3,888-91.6% | $3,358-90.3% |
| Admin fee / account holder | $15 | $1,428-99.0% | $5,065-99.7% | $3,203-99.5% |