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 10-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 | $16,400 | $76,050-78.4% | $96,544-83.0% | $71,457-77.0% |
| Participation rate | 35.3% | 74.4%-39.1pp | 76.0%-40.7pp | 67.9%-32.6pp |
| Annual return | 22.06% | 22.81%-0.7pp | 25.84%-3.8pp | 28.85%-6.8pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,025 | $4,215-75.7% | $4,851-78.9% | $4,289-76.1% |
| Admin fee / account holder | $234 | $2,707-91.3% | $8,252-97.2% | $1,587-85.2% |