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 | $27,654 | $70,908-61.0% | $98,907-72.0% | $73,488-62.4% |
| Participation rate | 16.2% | 73.8%-57.6pp | 76.0%-59.8pp | 70.7%-54.5pp |
| Annual return | 15.03% | 34.17%-19.1pp | 196.43%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $585 | $3,500-83.3% | $4,244-86.2% | $3,740-84.4% |
| Admin fee / account holder | $224 | $535-58.1% | $6,642-96.6% | $513-56.3% |