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 | $9,111 | $54,541-83.3% | $78,778-88.4% | $70,131-87.0% |
| Participation rate | 46.6% | 60.8%-14.2pp | 69.2%-22.6pp | 69.5%-23.0pp |
| Annual return | 15.73% | 21.07%-5.3pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $464 | $1,089-57.4% | $1,986-76.6% | $2,342-80.2% |
| Participant deferral / active EE | $872 | $2,210-60.6% | $2,958-70.5% | $3,332-73.8% |
| Admin fee / account holder | $194 | $3,709-94.8% | $5,134-96.2% | $4,645-95.8% |