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 | $23,774 | $214,378-88.9% | $200,582-88.1% | $142,382-83.3% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 12.75% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,797 | $6,841-73.7% | $6,419-72.0% | $4,299-58.2% |
| Participant deferral / active EE | $2,170 | $9,865-78.0% | $9,331-76.7% | $6,507-66.6% |
| Admin fee / account holder | $208 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |