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 | $17,092 | $117,841-85.5% | $102,423-83.3% | $145,922-88.3% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 13.56% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,808 | $3,615-50.0% | $3,023-40.2% | $4,660-61.2% |
| Participant deferral / active EE | $1,146 | $5,731-80.0% | $5,053-77.3% | $6,688-82.9% |
| Admin fee / account holder | $47 | $13,326-99.6% | $9,451-99.5% | $13,397-99.7% |