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 | $16,945 | $132,239-87.2% | $105,722-84.0% | $273,961-93.8% |
| Participation rate | 20.0% | 83.2%-63.2pp | 78.9%-58.9pp | 83.0%-63.0pp |
| Annual return | 11.68% | 10.07%+1.6pp | 12.25%-0.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,783 | $4,867-63.4% | $4,079-56.3% | $4,869-63.4% |
| Participant deferral / active EE | $1,889 | $6,233-69.7% | $5,326-64.5% | $5,287-64.3% |
| Admin fee / account holder | $12 | $12,032-99.9% | $8,308-99.9% | $10,132-99.9% |