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 | $9,771 | $62,672-84.4% | $185,117-94.7% | $70,131-86.1% |
| Participation rate | 28.3% | 63.8%-35.5pp | 77.3%-49.0pp | 69.5%-41.2pp |
| Annual return | 22.14% | 40.79%-18.7pp | 40.50%-18.4pp | 73.14%-51.0pp |
| Employer contribution / active EE | $377 | $1,753-78.5% | $4,182-91.0% | $2,342-83.9% |
| Participant deferral / active EE | $464 | $3,272-85.8% | $5,045-90.8% | $3,332-86.1% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |