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 7-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 | $15,108 | $95,453-84.2% | $112,040-86.5% | $82,448-81.7% |
| Participation rate | 47.4% | 72.8%-25.4pp | 76.5%-29.1pp | 68.1%-20.7pp |
| Annual return | 18.82% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $963 | $4,224-77.2% | $5,098-81.1% | $4,139-76.7% |
| Admin fee / account holder | $57 | $9,013-99.4% | $12,098-99.5% | $7,234-99.2% |