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 | $10,500 | $77,634-86.5% | $156,549-93.3% | $62,891-83.3% |
| Participation rate | 63.3% | 71.2%-7.9pp | 84.0%-20.7pp | 69.3%-6.0pp |
| Annual return | 7.98% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $544 | $3,045-82.1% | $4,871-88.8% | $3,203-83.0% |
| Admin fee / account holder | $66 | $5,561-98.8% | $13,027-99.5% | $4,296-98.5% |