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 | $11,159 | $47,922-76.7% | $75,886-85.3% | $65,185-82.9% |
| Participation rate | 44.2% | 63.0%-18.8pp | 69.3%-25.1pp | 70.2%-26.0pp |
| Annual return | 19.29% | 24.12%-4.8pp | 30.76%-11.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $862 | $2,550-66.2% | $3,603-76.1% | $3,514-75.5% |
| Admin fee / account holder | $193 | $532-63.6% | $5,418-96.4% | $847-77.2% |