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 5-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 | $3,105 | $66,402-95.3% | $109,895-97.2% | $85,850-96.4% |
| Participation rate | 21.2% | 63.9%-42.7pp | 74.2%-53.0pp | 69.3%-48.1pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $650 | $2,842-77.1% | $4,048-83.9% | $3,952-83.5% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |