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 | $24,485 | $83,477-70.7% | $125,175-80.4% | $72,985-66.5% |
| Participation rate | 29.9% | 73.3%-43.5pp | 79.8%-49.9pp | 69.5%-39.6pp |
| Annual return | 26.71% | 25.78%+0.9pp | 43.79%-17.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $629 | $2,345-73.2% | $3,865-83.7% | $2,440-74.2% |
| Participant deferral / active EE | $1,030 | $3,585-71.3% | $4,937-79.1% | $3,607-71.5% |
| Admin fee / account holder | $33 | $5,517-99.4% | $9,702-99.7% | $5,124-99.4% |