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 | $1,007 | $80,717-98.8% | $154,803-99.3% | $84,808-98.8% |
| Participation rate | 64.1% | 66.8%-2.7pp | 78.1%-14.0pp | 68.3%-4.2pp |
| Annual return | 29.00% | 37.96%-9.0pp | 58.88%-29.9pp | 40.90%-11.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $409 | $3,303-87.6% | $5,540-92.6% | $4,212-90.3% |
| Admin fee / account holder | $121 | $6,746-98.2% | $14,329-99.2% | $7,344-98.3% |