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 5-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 | $11,779 | $65,557-82.0% | $64,056-81.6% | $71,457-83.5% |
| Participation rate | 23.4% | 73.2%-49.7pp | 72.3%-48.9pp | 67.9%-44.5pp |
| Annual return | 18.86% | 18.94%-0.1pp | 33.69%-14.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,192 | $3,626-67.1% | $3,880-69.3% | $4,289-72.2% |
| Admin fee / account holder | $30 | $616-95.1% | $3,068-99.0% | $1,587-98.1% |