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 | $619 | $95,266-99.4% | $82,389-99.2% | $142,382-99.6% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 24.74% | 25.74%-1.0pp | 28.67%-3.9pp | 217.08%-192.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $266 | $4,809-94.5% | $4,155-93.6% | $6,507-95.9% |
| Admin fee / account holder | $74 | $8,563-99.1% | $7,231-99.0% | $12,624-99.4% |