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 | $1,436 | $64,839-97.8% | $95,585-98.5% | $84,808-98.3% |
| Participation rate | 40.5% | 63.8%-23.3pp | 72.1%-31.5pp | 68.3%-27.8pp |
| Annual return | 19.05% | -670.96%+690.0pp | 38.56%-19.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $272 | $2,965-90.8% | $4,023-93.2% | $4,212-93.5% |
| Admin fee / account holder | $135 | $5,964-97.7% | $6,127-97.8% | $7,344-98.2% |