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 | $5,465 | $100,852-94.6% | $90,404-94.0% | $158,922-96.6% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.7%-27.7pp | 82.0%-37.0pp |
| Annual return | 21.47% | 1724.20%-1702.7pp | 1293.02%-1271.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $418 | $3,689-88.7% | $3,262-87.2% | $4,761-91.2% |
| Participant deferral / active EE | $590 | $4,348-86.4% | $3,963-85.1% | $5,982-90.1% |
| Admin fee / account holder | $61 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |