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 | $2,178 | $51,045-95.7% | $70,515-96.9% | $71,457-97.0% |
| Participation rate | 52.2% | 59.4%-7.2pp | 68.3%-16.1pp | 67.9%-15.7pp |
| Annual return | 62.07% | 42.63%+19.4pp | 32.77%+29.3pp | 28.85%+33.2pp |
| Employer contribution / active EE | $429 | $1,790-76.0% | $2,973-85.6% | $2,588-83.4% |
| Participant deferral / active EE | $921 | $3,026-69.6% | $4,567-79.8% | $4,289-78.5% |
| Admin fee / account holder | $134 | $1,994-93.3% | $6,412-97.9% | $1,587-91.5% |