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 7-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 | $12,641 | $155,788-91.9% | $124,672-89.9% | $167,490-92.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 15.40% | 17.97%-2.6pp | 5142.93%-5127.5pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,180 | $4,163-71.7% | $3,324-64.5% | $4,837-75.6% |
| Participant deferral / active EE | $1,180 | $5,673-79.2% | $4,614-74.4% | $6,341-81.4% |
| Admin fee / account holder | $48 | $9,531-99.5% | $7,493-99.4% | $12,309-99.6% |