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 | $2,536 | $58,627-95.7% | $76,735-96.7% | $82,448-96.9% |
| Participation rate | 37.0% | 63.2%-26.2pp | 69.5%-32.5pp | 68.1%-31.0pp |
| Annual return | 17.97% | 39.10%-21.1pp | 29.77%-11.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $281 | $3,134-91.0% | $4,088-93.1% | $4,139-93.2% |
| Admin fee / account holder | $9 | $5,323-99.8% | $7,189-99.9% | $7,234-99.9% |