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 | $8,971 | $109,881-91.8% | $150,045-94.0% | $84,808-89.4% |
| Participation rate | 54.1% | 76.1%-22.0pp | 82.3%-28.3pp | 68.3%-14.3pp |
| Annual return | 27.55% | 28.25%-0.7pp | 62.55%-35.0pp | 40.90%-13.3pp |
| Employer contribution / active EE | $755 | $3,561-78.8% | $4,693-83.9% | $2,631-71.3% |
| Participant deferral / active EE | $1,275 | $6,636-80.8% | $7,997-84.1% | $4,212-69.7% |
| Admin fee / account holder | $146 | $8,568-98.3% | $13,435-98.9% | $7,344-98.0% |