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 | $12,701 | $56,277-77.4% | $80,975-84.3% | $62,891-79.8% |
| Participation rate | 44.0% | 69.0%-25.0pp | 75.8%-31.8pp | 69.3%-25.3pp |
| Annual return | 10.59% | 22.12%-11.5pp | 17.10%-6.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,246 | $4,195-70.3% | $5,696-78.1% | $3,203-61.1% |
| Admin fee / account holder | $19 | $3,741-99.5% | $5,516-99.7% | $4,296-99.6% |