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 4-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 | $30,667 | $108,825-71.8% | $156,181-80.4% | $82,448-62.8% |
| Participation rate | 44.0% | 72.4%-28.4pp | 78.8%-34.8pp | 68.1%-24.1pp |
| Annual return | 24.34% | 20.59%+3.8pp | 64.87%-40.5pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,519 | $2,870-47.1% | $4,294-64.6% | $2,551-40.5% |
| Participant deferral / active EE | $1,851 | $4,577-59.6% | $6,132-69.8% | $4,139-55.3% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |