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 10-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 | $12,310 | $53,777-77.1% | $134,143-90.8% | $79,858-84.6% |
| Participation rate | 5.3% | 58.8%-53.4pp | 72.2%-66.8pp | 69.6%-64.3pp |
| Annual return | 14.38% | 19.01%-4.6pp | 36.33%-21.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $93 | $2,420-96.2% | $3,499-97.4% | $3,740-97.5% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |