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 3-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 | $16,710 | $81,460-79.5% | $103,333-83.8% | $80,856-79.3% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 18.53% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $799 | $3,105-74.3% | $3,868-79.3% | $2,755-71.0% |
| Participant deferral / active EE | $1,433 | $3,869-63.0% | $5,057-71.7% | $4,296-66.6% |
| Admin fee / account holder | $16 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |