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 | $17,994 | $124,319-85.5% | $111,297-83.8% | $167,490-89.3% |
| Participation rate | 35.3% | 79.6%-44.3pp | 77.3%-42.0pp | 82.1%-46.8pp |
| Annual return | 18.65% | 37.44%-18.8pp | 54.65%-36.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $934 | $3,435-72.8% | $2,731-65.8% | $4,837-80.7% |
| Participant deferral / active EE | $1,316 | $5,180-74.6% | $4,487-70.7% | $6,341-79.2% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |