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 | $109,413-72.0% | $156,263-80.4% | $84,808-63.8% |
| Participation rate | 44.0% | 72.7%-28.7pp | 78.9%-34.9pp | 68.3%-24.3pp |
| Annual return | 24.34% | 20.18%+4.2pp | 59.47%-35.1pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,519 | $2,907-47.8% | $4,333-65.0% | $2,631-42.3% |
| Participant deferral / active EE | $1,851 | $4,590-59.7% | $6,158-69.9% | $4,212-56.1% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |