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 | $14,614 | $63,346-76.9% | $92,233-84.2% | $70,131-79.2% |
| Participation rate | 21.2% | 68.7%-47.5pp | 76.5%-55.3pp | 69.5%-48.3pp |
| Annual return | 30.13% | 530.12%-500.0pp | 176.28%-146.2pp | 73.14%-43.0pp |
| Employer contribution / active EE | $619 | $2,471-74.9% | $3,679-83.2% | $2,342-73.6% |
| Participant deferral / active EE | $1,032 | $2,854-63.8% | $3,897-73.5% | $3,332-69.0% |
| Admin fee / account holder | $209 | $3,840-94.6% | $5,194-96.0% | $4,645-95.5% |