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 | $7,118 | $49,915-85.7% | $154,803-95.4% | $74,304-90.4% |
| Participation rate | 65.5% | 54.0%+11.6pp | 78.1%-12.6pp | 60.3%+5.2pp |
| Annual return | 20.19% | 34.06%-13.9pp | 58.88%-38.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $461 | $2,255-79.6% | $5,540-91.7% | $3,767-87.8% |
| Admin fee / account holder | $175 | $2,189-92.0% | $14,329-98.8% | $2,969-94.1% |