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 | $12,284 | $57,354-78.6% | $83,848-85.4% | $64,186-80.9% |
| Participation rate | 36.7% | 68.6%-31.9pp | 76.1%-39.5pp | 69.6%-32.9pp |
| Annual return | 19.59% | 11.38%+8.2pp | 850.88%-831.3pp | 7.63%+12.0pp |
| Employer contribution / active EE | $794 | $2,545-68.8% | $3,631-78.1% | $2,381-66.6% |
| Participant deferral / active EE | $1,021 | $2,993-65.9% | $4,082-75.0% | $3,470-70.6% |
| Admin fee / account holder | $279 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |