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 | $14,461 | $67,411-78.5% | $91,001-84.1% | $70,131-79.4% |
| Participation rate | 23.8% | 71.4%-47.6pp | 75.6%-51.8pp | 69.5%-45.7pp |
| Annual return | 21.57% | -40.16%+61.7pp | 4.60%+17.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $819 | $2,823-71.0% | $3,547-76.9% | $3,332-75.4% |
| Admin fee / account holder | $216 | $4,236-94.9% | $5,417-96.0% | $4,645-95.4% |