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 | $2,591 | $85,022-97.0% | $70,515-96.3% | $139,434-98.1% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $779 | $3,909-80.1% | $2,973-73.8% | $4,751-83.6% |
| Participant deferral / active EE | $852 | $5,890-85.5% | $4,567-81.4% | $6,710-87.3% |
| Admin fee / account holder | $76 | $8,906-99.1% | $6,412-98.8% | $11,403-99.3% |