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 | $5,662 | $135,952-95.8% | $123,892-95.4% | $273,961-97.9% |
| Participation rate | 22.2% | 84.1%-61.8pp | 81.4%-59.2pp | 83.0%-60.8pp |
| Annual return | 20.40% | 56.63%-36.2pp | 47.52%-27.1pp | 41.45%-21.1pp |
| Employer contribution / active EE | $838 | $5,170-83.8% | $4,617-81.8% | $4,869-82.8% |
| Participant deferral / active EE | $838 | $6,343-86.8% | $5,984-86.0% | $5,287-84.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |