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 7-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 | $5,637 | $115,882-95.1% | $100,516-94.4% | $158,922-96.5% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.5pp | 82.0%-39.1pp |
| Annual return | 30.47% | 34.79%-4.3pp | 30.89%-0.4pp | 302.83%-272.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,005 | $6,674-84.9% | $6,270-84.0% | $5,982-83.2% |
| Admin fee / account holder | $18 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |