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 | $7,950 | $165,584-95.2% | $142,942-94.4% | $137,256-94.2% |
| Participation rate | 58.8% | 80.1%-21.2pp | 76.8%-18.0pp | 80.0%-21.1pp |
| Annual return | 32.98% | 164.22%-131.2pp | 113.70%-80.7pp | 220.34%-187.4pp |
| Employer contribution / active EE | $480 | $4,725-89.8% | $4,139-88.4% | $4,156-88.5% |
| Participant deferral / active EE | $1,611 | $8,194-80.3% | $7,128-77.4% | $6,407-74.9% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |