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 9-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 | $19,362 | $80,968-76.1% | $96,544-79.9% | $75,163-74.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 20.37% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $786 | $2,282-65.5% | $2,965-73.5% | $2,670-70.6% |
| Participant deferral / active EE | $1,335 | $3,928-66.0% | $4,851-72.5% | $4,125-67.6% |
| Admin fee / account holder | $50 | $6,724-99.3% | $8,252-99.4% | $5,651-99.1% |