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 10-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 | $4,453 | $117,381-96.2% | $99,443-95.5% | $152,861-97.1% |
| Participation rate | 10.0% | 77.5%-67.5pp | 73.8%-63.8pp | 82.4%-72.4pp |
| Annual return | 20.40% | 31.87%-11.5pp | 30.72%-10.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $384 | $4,086-90.6% | $3,619-89.4% | $5,850-93.4% |
| Admin fee / account holder | $1 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |