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 5-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 | $13,645 | $80,968-83.1% | $96,544-85.9% | $75,163-81.8% |
| Participation rate | 42.3% | 71.8%-29.5pp | 76.0%-33.7pp | 67.2%-24.9pp |
| Annual return | 28.30% | 27.06%+1.2pp | 25.84%+2.5pp | 160.62%-132.3pp |
| Employer contribution / active EE | $837 | $2,282-63.3% | $2,965-71.8% | $2,670-68.6% |
| Participant deferral / active EE | $1,703 | $3,928-56.6% | $4,851-64.9% | $4,125-58.7% |
| Admin fee / account holder | $218 | $6,724-96.8% | $8,252-97.4% | $5,651-96.1% |