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 | $1,502 | $57,541-97.4% | $95,745-98.4% | $75,163-98.0% |
| Participation rate | 34.5% | 62.5%-28.0pp | 72.3%-37.8pp | 67.2%-32.7pp |
| Annual return | 18.07% | 34.93%-16.9pp | 28.35%-10.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $265 | $3,074-91.4% | $4,245-93.8% | $4,125-93.6% |
| Admin fee / account holder | $24 | $4,099-99.4% | $5,678-99.6% | $5,651-99.6% |