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 | $22,376 | $78,705-71.6% | $117,854-81.0% | $70,131-68.1% |
| Participation rate | 41.7% | 73.2%-31.5pp | 79.7%-38.0pp | 69.5%-27.9pp |
| Annual return | 19.53% | 23.30%-3.8pp | 335.08%-315.5pp | 73.14%-53.6pp |
| Employer contribution / active EE | $913 | $2,223-58.9% | $3,786-75.9% | $2,342-61.0% |
| Participant deferral / active EE | $1,203 | $3,297-63.5% | $4,482-73.2% | $3,332-63.9% |
| Admin fee / account holder | $171 | $5,065-96.6% | $8,020-97.9% | $4,645-96.3% |