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 | $11,469 | $93,571-87.7% | $135,903-91.6% | $75,163-84.7% |
| Participation rate | 64.5% | 75.2%-10.7pp | 81.9%-17.4pp | 67.2%-2.7pp |
| Annual return | 21.46% | 30.90%-9.4pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $865 | $3,537-75.5% | $4,856-82.2% | $2,670-67.6% |
| Participant deferral / active EE | $2,447 | $6,404-61.8% | $7,758-68.5% | $4,125-40.7% |
| Admin fee / account holder | $122 | $6,975-98.2% | $10,762-98.9% | $5,651-97.8% |