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 | $19,994 | $63,114-68.3% | $92,893-78.5% | $65,185-69.3% |
| Participation rate | 21.3% | 68.8%-47.5pp | 76.0%-54.7pp | 70.2%-48.9pp |
| Annual return | 31.78% | 28.75%+3.0pp | 109.41%-77.6pp | 29.38%+2.4pp |
| Employer contribution / active EE | $933 | $2,571-63.7% | $3,653-74.4% | $2,177-57.1% |
| Participant deferral / active EE | $1,334 | $3,108-57.1% | $4,236-68.5% | $3,514-62.0% |
| Admin fee / account holder | $175 | $624-72.0% | $5,794-97.0% | $847-79.4% |