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 7-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 | $4,903 | $217,402-97.7% | $185,823-97.4% | $167,490-97.1% |
| Participation rate | 68.8% | 86.0%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 9.92% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,226 | $5,873-79.1% | $5,167-76.3% | $4,837-74.6% |
| Participant deferral / active EE | $1,849 | $6,356-70.9% | $5,568-66.8% | $6,341-70.8% |
| Admin fee / account holder | $21 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |