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 | $24,334 | $78,422-69.0% | $95,952-74.6% | $79,858-69.5% |
| Participation rate | 49.0% | 73.5%-24.5pp | 77.1%-28.1pp | 69.6%-20.6pp |
| Annual return | 14.51% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $490 | $1,945-74.8% | $2,541-80.7% | $2,471-80.2% |
| Participant deferral / active EE | $1,020 | $3,440-70.3% | $4,167-75.5% | $3,740-72.7% |
| Admin fee / account holder | $85 | $5,622-98.5% | $6,795-98.7% | $5,306-98.4% |