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 | $18,500 | $79,449-76.7% | $189,557-90.2% | $85,850-78.5% |
| Participation rate | 15.4% | 66.0%-50.6pp | 78.4%-63.1pp | 69.3%-53.9pp |
| Annual return | 15.03% | 18.45%-3.4pp | 64.17%-49.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $698 | $4,051-82.8% | $6,174-88.7% | $3,952-82.3% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |