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 | $10,558 | $112,096-90.6% | $95,952-89.0% | $158,922-93.4% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 27.76% | 171.09%-143.3pp | 91.61%-63.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $790 | $3,198-75.3% | $2,541-68.9% | $4,761-83.4% |
| Participant deferral / active EE | $1,155 | $4,784-75.9% | $4,167-72.3% | $5,982-80.7% |
| Admin fee / account holder | $18 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |