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 | $1,131 | $49,657-97.7% | $93,063-98.8% | $67,986-98.3% |
| Participation rate | 30.2% | 49.9%-19.7pp | 72.1%-41.9pp | 57.2%-27.0pp |
| Annual return | 25.48% | 26.27%-0.8pp | 34.15%-8.7pp | 31.67%-6.2pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $188 | $2,484-92.4% | $3,958-95.3% | $3,358-94.4% |
| Admin fee / account holder | $97 | $2,843-96.6% | $6,033-98.4% | $3,203-97.0% |