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 7-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 | $16,158 | $81,460-80.2% | $103,333-84.4% | $80,856-80.0% |
| Participation rate | 23.9% | 66.8%-42.9pp | 74.5%-50.6pp | 67.6%-43.7pp |
| Annual return | 12.20% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $816 | $3,105-73.7% | $3,868-78.9% | $2,755-70.4% |
| Participant deferral / active EE | $500 | $3,869-87.1% | $5,057-90.1% | $4,296-88.4% |
| Admin fee / account holder | $59 | $6,566-99.1% | $8,355-99.3% | $6,918-99.2% |