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 3-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 | $9,993 | $111,754-91.1% | $103,333-90.3% | $145,922-93.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 31.18% | 24.77%+6.4pp | 24.88%+6.3pp | 561.29%-530.1pp |
| Employer contribution / active EE | $1,059 | $4,212-74.9% | $3,868-72.6% | $4,660-77.3% |
| Participant deferral / active EE | $1,436 | $5,619-74.4% | $5,057-71.6% | $6,688-78.5% |
| Admin fee / account holder | $57 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |