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 | $11,884 | $102,605-88.4% | $145,661-91.8% | $84,808-86.0% |
| Participation rate | 18.5% | 74.3%-55.8pp | 77.2%-58.7pp | 68.3%-49.8pp |
| Annual return | 23.94% | 26.50%-2.6pp | 101.46%-77.5pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,188 | $5,750-79.3% | $7,198-83.5% | $4,212-71.8% |
| Admin fee / account holder | $38 | $8,758-99.6% | $12,466-99.7% | $7,344-99.5% |