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 8-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 | $7,680 | $112,881-93.2% | $90,951-91.6% | $158,922-95.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 17.47% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $652 | $2,893-77.5% | $2,122-69.3% | $4,761-86.3% |
| Participant deferral / active EE | $821 | $4,128-80.1% | $3,373-75.7% | $5,982-86.3% |
| Admin fee / account holder | $25 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |