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 | $475 | $119,446-99.6% | $150,045-99.7% | $85,563-99.4% |
| Participation rate | 21.1% | 75.4%-54.3pp | 82.3%-61.2pp | 66.0%-44.9pp |
| Annual return | 15.88% | 23.72%-7.8pp | 62.55%-46.7pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $81 | $7,985-99.0% | $7,997-99.0% | $4,375-98.2% |
| Admin fee / account holder | $171 | $548-68.8% | $13,435-98.7% | $834-79.5% |