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 | $16,700 | $57,976-71.2% | $62,995-73.5% | $62,292-73.2% |
| Participation rate | 7.2% | 75.9%-68.7pp | 74.8%-67.6pp | 69.5%-62.3pp |
| Annual return | 13.69% | 17.54%-3.8pp | 87.57%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $66 | $2,956-97.8% | $3,329-98.0% | $3,169-97.9% |
| Admin fee / account holder | $150 | $276-45.4% | $3,600-95.8% | $479-68.6% |