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 | $2,975 | $69,977-95.7% | $108,579-97.3% | $62,891-95.3% |
| Participation rate | 61.8% | 72.9%-11.1pp | 79.6%-17.8pp | 69.3%-7.5pp |
| Annual return | 8.68% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $786 | $3,165-75.2% | $4,311-81.8% | $3,203-75.5% |
| Admin fee / account holder | $105 | $5,076-97.9% | $7,645-98.6% | $4,296-97.6% |