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 | $4,376 | $49,915-91.2% | $154,803-97.2% | $74,304-94.1% |
| Participation rate | 42.8% | 54.0%-11.2pp | 78.1%-35.3pp | 60.3%-17.6pp |
| Annual return | 23.43% | 34.06%-10.6pp | 58.88%-35.5pp | 29.43%-6.0pp |
| Employer contribution / active EE | $301 | $1,611-81.3% | $4,305-93.0% | $2,241-86.6% |
| Participant deferral / active EE | $551 | $2,255-75.6% | $5,540-90.1% | $3,767-85.4% |
| Admin fee / account holder | $291 | $2,189-86.7% | $14,329-98.0% | $2,969-90.2% |