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 7-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 | $10,588 | $98,750-89.3% | $149,696-92.9% | $79,858-86.7% |
| Participation rate | 37.8% | 75.8%-38.0pp | 82.5%-44.7pp | 69.6%-31.9pp |
| Annual return | 24.46% | 27.43%-3.0pp | 276.60%-252.1pp | 31.71%-7.3pp |
| Employer contribution / active EE | $619 | $3,216-80.8% | $4,644-86.7% | $2,471-74.9% |
| Participant deferral / active EE | $1,109 | $5,680-80.5% | $6,842-83.8% | $3,740-70.4% |
| Admin fee / account holder | $241 | $6,053-96.0% | $9,309-97.4% | $5,306-95.5% |