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 | $9,459 | $88,707-89.3% | $74,183-87.2% | $273,961-96.5% |
| Participation rate | 26.7% | 79.4%-52.8pp | 76.6%-50.0pp | 83.0%-56.3pp |
| Annual return | 11.76% | 11.94%-0.2pp | 17.74%-6.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $774 | $4,212-81.6% | $3,550-78.2% | $5,287-85.4% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |