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 4-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 | $3,548 | $53,516-93.4% | $126,539-97.2% | $84,808-95.8% |
| Participation rate | 33.3% | 58.2%-24.9pp | 69.8%-36.5pp | 68.3%-35.0pp |
| Annual return | 22.84% | 58.34%-35.5pp | 425.95%-403.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $377 | $2,671-85.9% | $4,083-90.8% | $4,212-91.0% |
| Admin fee / account holder | $100 | $4,497-97.8% | $6,065-98.4% | $7,344-98.6% |