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 6-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 | $2,423 | $46,553-94.8% | $64,056-96.2% | $75,163-96.8% |
| Participation rate | 14.3% | 65.9%-51.7pp | 72.3%-58.0pp | 67.2%-52.9pp |
| Annual return | 26.39% | 26.03%+0.4pp | 33.69%-7.3pp | 160.62%-134.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $215 | $2,837-92.4% | $3,880-94.5% | $4,125-94.8% |
| Admin fee / account holder | $11 | $2,952-99.6% | $3,068-99.7% | $5,651-99.8% |