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 4-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 | $1,800 | $95,561-98.1% | $77,163-97.7% | $139,434-98.7% |
| Participation rate | 69.6% | 73.9%-4.4pp | 69.6%0pp | 80.3%-10.8pp |
| Annual return | 25.56% | 54.92%-29.4pp | 37.87%-12.3pp | 372.94%-347.4pp |
| Employer contribution / active EE | $375 | $3,147-88.1% | $2,535-85.2% | $4,751-92.1% |
| Participant deferral / active EE | $641 | $4,624-86.1% | $3,833-83.3% | $6,710-90.4% |
| Admin fee / account holder | $137 | $8,295-98.4% | $5,472-97.5% | $11,403-98.8% |