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 | $3,983 | $27,243-85.4% | $52,425-92.4% | $79,634-95.0% |
| Participation rate | 2.7% | 22.4%-19.7pp | 55.6%-52.9pp | 62.5%-59.8pp |
| Annual return | 15.06% | 63.36%-48.3pp | 302.12%-287.1pp | 36.46%-21.4pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $15 | $636-97.7% | $1,790-99.2% | $3,835-99.6% |
| Admin fee / account holder | $286 | $2,105-86.4% | $2,495-88.5% | $1,002-71.4% |