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 6-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 | $13,771 | $66,098-79.2% | $101,794-86.5% | $74,304-81.5% |
| Participation rate | 7.3% | 53.8%-46.5pp | 69.2%-61.9pp | 60.3%-53.0pp |
| Annual return | 20.51% | 19.59%+0.9pp | 30.53%-10.0pp | 29.43%-8.9pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $108 | $2,781-96.1% | $4,084-97.4% | $3,767-97.1% |
| Admin fee / account holder | $76 | $4,146-98.2% | $8,777-99.1% | $2,969-97.5% |