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 | $14,768 | $48,364-69.5% | $71,796-79.4% | $62,891-76.5% |
| Participation rate | 22.0% | 60.6%-38.7pp | 69.1%-47.2pp | 69.3%-47.4pp |
| Annual return | 9.83% | 13.16%-3.3pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $438 | $2,091-79.1% | $2,794-84.3% | $3,203-86.3% |
| Admin fee / account holder | $226 | $3,771-94.0% | $4,815-95.3% | $4,296-94.7% |