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 | $18,427 | $64,121-71.3% | $78,805-76.6% | $116,875-84.2% |
| Participation rate | 9.4% | 71.0%-61.6pp | 73.6%-64.2pp | 74.5%-65.2pp |
| Annual return | 20.09% | 16.32%+3.8pp | -2.71%+22.8pp | 16.29%+3.8pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $384 | $2,757-86.1% | $3,584-89.3% | $3,885-90.1% |
| Admin fee / account holder | $141 | $5,745-97.5% | $5,677-97.5% | $12,263-98.9% |