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 | $6,756 | $75,828-91.1% | $147,614-95.4% | $59,632-88.7% |
| Participation rate | 57.6% | 71.6%-14.0pp | 84.6%-27.0pp | 68.7%-11.1pp |
| Annual return | 22.57% | 0.37%+22.2pp | 61.98%-39.4pp | 2041.28%-2018.7pp |
| Employer contribution / active EE | $486 | $3,485-86.0% | $5,564-91.3% | $2,203-77.9% |
| Participant deferral / active EE | $665 | $3,130-78.8% | $4,895-86.4% | $3,192-79.2% |
| Admin fee / account holder | $214 | $5,985-96.4% | $11,611-98.2% | $4,297-95.0% |