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 | $2,958 | $58,726-95.0% | $92,233-96.8% | $62,292-95.3% |
| Participation rate | 65.7% | 68.3%-2.6pp | 76.5%-10.8pp | 69.5%-3.8pp |
| Annual return | 24.10% | 43.62%-19.5pp | 176.28%-152.2pp | 28.90%-4.8pp |
| Employer contribution / active EE | $975 | $2,392-59.2% | $3,679-73.5% | $2,042-52.2% |
| Participant deferral / active EE | $274 | $2,766-90.1% | $3,897-93.0% | $3,169-91.4% |
| Admin fee / account holder | $133 | $556-76.1% | $5,194-97.4% | $479-72.2% |