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 | $5,104 | $67,984-92.5% | $65,493-92.2% | $74,304-93.1% |
| Participation rate | 60.7% | 66.3%-5.6pp | 73.1%-12.4pp | 60.3%+0.3pp |
| Annual return | 111.73% | 19.87%+91.9pp | 982.45%-870.7pp | 29.43%+82.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $560 | $3,346-83.3% | $3,961-85.9% | $3,767-85.1% |
| Admin fee / account holder | $103 | $1,373-92.5% | $5,028-98.0% | $2,969-96.5% |