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 | $2,523 | $56,053-95.5% | $75,972-96.7% | $80,856-96.9% |
| Participation rate | 35.3% | 62.0%-26.7pp | 69.1%-33.8pp | 67.6%-32.3pp |
| Annual return | 12.92% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $298 | $3,052-90.2% | $4,255-93.0% | $4,296-93.1% |
| Admin fee / account holder | $60 | $5,234-98.9% | $6,467-99.1% | $6,918-99.1% |