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 | $7,941 | $96,557-91.8% | $80,975-90.2% | $273,961-97.1% |
| Participation rate | 61.9% | 79.1%-17.2pp | 75.8%-13.9pp | 83.0%-21.1pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $785 | $4,868-83.9% | $3,714-78.9% | $4,869-83.9% |
| Participant deferral / active EE | $989 | $6,598-85.0% | $5,696-82.6% | $5,287-81.3% |
| Admin fee / account holder | $175 | $7,492-97.7% | $5,516-96.8% | $10,132-98.3% |