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 | $13,635 | $58,512-76.7% | $84,015-83.8% | $72,985-81.3% |
| Participation rate | 42.5% | 61.2%-18.7pp | 69.0%-26.5pp | 69.5%-27.0pp |
| Annual return | 23.09% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $858 | $2,394-64.2% | $3,239-73.5% | $3,607-76.2% |
| Admin fee / account holder | $33 | $4,569-99.3% | $6,101-99.5% | $5,124-99.4% |