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 | $1,725 | $49,915-96.5% | $154,803-98.9% | $74,304-97.7% |
| Participation rate | 64.6% | 54.0%+10.6pp | 78.1%-13.5pp | 60.3%+4.2pp |
| Annual return | 13.19% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $535 | $2,255-76.3% | $5,540-90.3% | $3,767-85.8% |
| Admin fee / account holder | $279 | $2,189-87.3% | $14,329-98.1% | $2,969-90.6% |