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 | $19,465 | $59,328-67.2% | $118,925-83.6% | $73,488-73.5% |
| Participation rate | 54.9% | 62.3%-7.4pp | 75.4%-20.5pp | 70.7%-15.8pp |
| Annual return | 19.67% | 19.13%+0.5pp | 35.88%-16.2pp | 28.51%-8.8pp |
| Employer contribution / active EE | $732 | $1,803-59.4% | $3,263-77.6% | $2,270-67.8% |
| Participant deferral / active EE | $979 | $2,604-62.4% | $4,265-77.1% | $3,740-73.8% |
| Admin fee / account holder | $181 | $600-69.8% | $6,581-97.2% | $513-64.7% |