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 | $2,644 | $109,982-97.6% | $97,226-97.3% | $145,922-98.2% |
| Participation rate | 64.3% | 75.9%-11.7pp | 72.7%-8.4pp | 80.3%-16.0pp |
| Annual return | 23.55% | 242.90%-219.4pp | 75.13%-51.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $419 | $3,084-86.4% | $2,729-84.6% | $4,660-91.0% |
| Participant deferral / active EE | $678 | $4,676-85.5% | $4,264-84.1% | $6,688-89.9% |
| Admin fee / account holder | $7 | $6,221-99.9% | $5,654-99.9% | $13,397-99.9% |