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 9-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 | $4,647 | $45,035-89.7% | $62,995-92.6% | $70,131-93.4% |
| Participation rate | 15.4% | 69.5%-54.1pp | 74.8%-59.4pp | 69.5%-54.2pp |
| Annual return | 22.34% | 18.76%+3.6pp | 87.57%-65.2pp | 73.14%-50.8pp |
| Employer contribution / active EE | $505 | $2,051-75.4% | $2,759-81.7% | $2,342-78.4% |
| Participant deferral / active EE | $638 | $2,465-74.1% | $3,329-80.8% | $3,332-80.9% |
| Admin fee / account holder | $52 | $2,834-98.2% | $3,600-98.5% | $4,645-98.9% |