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 | $1,100 | $49,915-97.8% | $154,803-99.3% | $74,304-98.5% |
| Participation rate | 40.2% | 54.0%-13.8pp | 78.1%-37.9pp | 60.3%-20.2pp |
| Annual return | 20.23% | 34.06%-13.8pp | 58.88%-38.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $154 | $2,255-93.2% | $5,540-97.2% | $3,767-95.9% |
| Admin fee / account holder | $126 | $2,189-94.3% | $14,329-99.1% | $2,969-95.8% |