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 | $1,139 | $23,330-95.1% | $64,489-98.2% | $82,448-98.6% |
| Participation rate | 61.4% | 68.3%-6.9pp | 67.7%-6.3pp | 68.1%-6.6pp |
| Annual return | 27.24% | 83.66%-56.4pp | 55.03%-27.8pp | 41.64%-14.4pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $630 | $1,707-63.1% | $2,778-77.3% | $4,139-84.8% |
| Admin fee / account holder | $256 | $2,946-91.3% | $4,260-94.0% | $7,234-96.5% |