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 8-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 | $15,778 | $115,770-86.4% | $101,248-84.4% | $158,922-90.1% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 16.27% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $773 | $4,175-81.5% | $3,660-78.9% | $4,761-83.8% |
| Participant deferral / active EE | $1,008 | $4,957-79.7% | $4,370-76.9% | $5,982-83.1% |
| Admin fee / account holder | $66 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |