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 | $12,564 | $124,319-89.9% | $111,297-88.7% | $167,490-92.5% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 178.35% | 37.44%+140.9pp | 54.65%+123.7pp | 478.56%-300.2pp |
| Employer contribution / active EE | $824 | $3,435-76.0% | $2,731-69.8% | $4,837-83.0% |
| Participant deferral / active EE | $1,465 | $5,180-71.7% | $4,487-67.4% | $6,341-76.9% |
| Admin fee / account holder | $119 | $10,618-98.9% | $7,964-98.5% | $12,309-99.0% |