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 | $12,133 | $102,605-88.2% | $145,661-91.7% | $84,808-85.7% |
| Participation rate | 1.2% | 74.3%-73.1pp | 77.2%-76.0pp | 68.3%-67.1pp |
| Annual return | 18.88% | 26.50%-7.6pp | 101.46%-82.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $95 | $5,750-98.4% | $7,198-98.7% | $4,212-97.8% |
| Admin fee / account holder | $98 | $8,758-98.9% | $12,466-99.2% | $7,344-98.7% |