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 | $16,842 | $72,492-76.8% | $87,100-80.7% | $72,985-76.9% |
| Participation rate | 31.5% | 72.8%-41.3pp | 76.9%-45.4pp | 69.5%-38.0pp |
| Annual return | 16.54% | 24.46%-7.9pp | 28.19%-11.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $489 | $1,894-74.2% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $878 | $3,270-73.1% | $4,049-78.3% | $3,607-75.7% |
| Admin fee / account holder | $34 | $5,055-99.3% | $7,497-99.6% | $5,124-99.3% |