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 | $12,202 | $217,402-94.4% | $185,823-93.4% | $167,490-92.7% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 14.47% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,270 | $5,873-61.3% | $5,167-56.1% | $4,837-53.1% |
| Participant deferral / active EE | $1,492 | $6,356-76.5% | $5,568-73.2% | $6,341-76.5% |
| Admin fee / account holder | $85 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |