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 | $17,973 | $75,183-76.1% | $123,892-85.5% | $55,167-67.4% |
| Participation rate | 29.5% | 72.8%-43.3pp | 81.4%-51.9pp | 69.0%-39.5pp |
| Annual return | 10.13% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $668 | $2,823-76.3% | $4,617-85.5% | $1,963-66.0% |
| Participant deferral / active EE | $350 | $5,084-93.1% | $5,984-94.1% | $3,054-88.5% |
| Admin fee / account holder | $190 | $663-71.3% | $8,357-97.7% | $504-62.3% |