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 9-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 | $15,755 | $105,859-85.1% | $90,160-82.5% | $147,584-89.3% |
| Participation rate | 57.9% | 79.7%-21.8pp | 76.9%-19.0pp | 82.8%-24.9pp |
| Annual return | 20.75% | 37.63%-16.9pp | 34.88%-14.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $904 | $4,126-78.1% | $3,318-72.8% | $4,876-81.5% |
| Participant deferral / active EE | $1,451 | $5,733-74.7% | $5,288-72.6% | $5,439-73.3% |
| Admin fee / account holder | $109 | $8,046-98.6% | $5,943-98.2% | $10,885-99.0% |