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 8-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 | $3,156 | $72,277-95.6% | $101,248-96.9% | $79,858-96.0% |
| Participation rate | 5.8% | 68.5%-62.7pp | 75.8%-70.0pp | 69.6%-63.8pp |
| Annual return | 26.73% | 22.30%+4.4pp | 46.47%-19.7pp | 31.71%-5.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $74 | $3,282-97.8% | $4,370-98.3% | $3,740-98.0% |
| Admin fee / account holder | $249 | $4,400-94.3% | $5,945-95.8% | $5,306-95.3% |