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 | $9,072 | $60,349-85.0% | $74,183-87.8% | $62,891-85.6% |
| Participation rate | 44.4% | 72.7%-28.3pp | 76.6%-32.2pp | 69.3%-24.9pp |
| Annual return | 10.73% | 21.37%-10.6pp | 17.74%-7.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $793 | $1,680-52.8% | $2,370-66.5% | $2,281-65.2% |
| Participant deferral / active EE | $1,232 | $2,856-56.9% | $3,550-65.3% | $3,203-61.5% |
| Admin fee / account holder | $8 | $4,261-99.8% | $5,586-99.9% | $4,296-99.8% |