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 | $12,256 | $86,922-85.9% | $102,438-88.0% | $80,874-84.8% |
| Participation rate | 36.4% | 72.4%-36.0pp | 76.5%-40.1pp | 67.6%-31.3pp |
| Annual return | 13.57% | 18.90%-5.3pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,396 | $4,119-66.1% | $5,054-72.4% | $4,297-67.5% |
| Admin fee / account holder | $30 | $8,050-99.6% | $9,448-99.7% | $6,935-99.6% |