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 | $20,089 | $81,208-75.3% | $98,907-79.7% | $79,858-74.8% |
| Participation rate | 22.9% | 72.5%-49.6pp | 76.0%-53.2pp | 69.6%-46.8pp |
| Annual return | 26.72% | 60.99%-34.3pp | 196.43%-169.7pp | 31.71%-5.0pp |
| Employer contribution / active EE | $568 | $1,960-71.0% | $2,689-78.9% | $2,471-77.0% |
| Participant deferral / active EE | $1,162 | $3,265-64.4% | $4,244-72.6% | $3,740-68.9% |
| Admin fee / account holder | $297 | $6,013-95.1% | $6,642-95.5% | $5,306-94.4% |