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 8-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 | $7,802 | $88,672-91.2% | $105,223-92.6% | $82,448-90.5% |
| Participation rate | 20.3% | 67.9%-47.6pp | 75.0%-54.7pp | 68.1%-47.8pp |
| Annual return | 20.34% | 30.86%-10.5pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $716 | $4,036-82.3% | $5,072-85.9% | $4,139-82.7% |
| Admin fee / account holder | $80 | $7,146-98.9% | $8,859-99.1% | $7,234-98.9% |