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 | $18,844 | $103,376-81.8% | $87,100-78.4% | $152,861-87.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 15.86% | 28.10%-12.2pp | 28.19%-12.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,084 | $3,220-66.3% | $2,521-57.0% | $4,762-77.2% |
| Participant deferral / active EE | $1,084 | $4,778-77.3% | $4,049-73.2% | $5,850-81.5% |
| Admin fee / account holder | $21 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |