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 | $5,058 | $56,897-91.1% | $84,750-94.0% | $62,891-92.0% |
| Participation rate | 54.7% | 68.5%-13.9pp | 76.6%-21.9pp | 69.3%-14.7pp |
| Annual return | 68.41% | 6.30%+62.1pp | 22.78%+45.6pp | 20.14%+48.3pp |
| Employer contribution / active EE | $666 | $2,400-72.3% | $3,574-81.4% | $2,281-70.8% |
| Participant deferral / active EE | $938 | $2,709-65.4% | $3,712-74.7% | $3,203-70.7% |
| Admin fee / account holder | $182 | $3,581-94.9% | $5,332-96.6% | $4,296-95.8% |