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 | $13,154 | $65,395-79.9% | $182,532-92.8% | $72,985-82.0% |
| Participation rate | 31.8% | 65.4%-33.6pp | 78.0%-46.2pp | 69.5%-37.7pp |
| Annual return | 35.89% | 27.68%+8.2pp | 148.54%-112.6pp | 81.00%-45.1pp |
| Employer contribution / active EE | $546 | $1,911-71.4% | $4,076-86.6% | $2,440-77.6% |
| Participant deferral / active EE | $661 | $3,563-81.4% | $5,524-88.0% | $3,607-81.7% |
| Admin fee / account holder | $255 | $4,245-94.0% | $8,592-97.0% | $5,124-95.0% |