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 8-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 | $8,496 | $72,277-88.2% | $101,248-91.6% | $79,858-89.4% |
| Participation rate | 29.4% | 68.5%-39.0pp | 75.8%-46.4pp | 69.6%-40.2pp |
| Annual return | 30.57% | 22.30%+8.3pp | 46.47%-15.9pp | 31.71%-1.1pp |
| Employer contribution / active EE | $701 | $2,692-73.9% | $3,660-80.8% | $2,471-71.6% |
| Participant deferral / active EE | $712 | $3,282-78.3% | $4,370-83.7% | $3,740-81.0% |
| Admin fee / account holder | $100 | $4,400-97.7% | $5,945-98.3% | $5,306-98.1% |