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 | $4,302 | $64,480-93.3% | $81,382-94.7% | $80,856-94.7% |
| Participation rate | 10.1% | 63.9%-53.7pp | 69.5%-59.3pp | 67.6%-57.5pp |
| Annual return | 13.62% | 16.34%-2.7pp | 24.73%-11.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $111 | $3,094-96.4% | $3,883-97.1% | $4,296-97.4% |
| Admin fee / account holder | $89 | $5,671-98.4% | $5,768-98.4% | $6,918-98.7% |