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 | $18,114 | $165,335-89.0% | $149,696-87.9% | $158,922-88.6% |
| Participation rate | 30.4% | 84.6%-54.1pp | 82.5%-52.0pp | 82.0%-51.5pp |
| Annual return | 55.38% | 348.15%-292.8pp | 276.60%-221.2pp | 302.83%-247.5pp |
| Employer contribution / active EE | $1,026 | $5,103-79.9% | $4,644-77.9% | $4,761-78.5% |
| Participant deferral / active EE | $2,267 | $7,181-68.4% | $6,842-66.9% | $5,982-62.1% |
| Admin fee / account holder | $69 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |