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 | $8,401 | $89,355-90.6% | $141,162-94.0% | $72,985-88.5% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 29.97% | 111.85%-81.9pp | 71.39%-41.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $645 | $3,114-79.3% | $4,735-86.4% | $2,440-73.5% |
| Participant deferral / active EE | $1,157 | $5,418-78.6% | $6,709-82.8% | $3,607-67.9% |
| Admin fee / account holder | $190 | $5,958-96.8% | $10,261-98.1% | $5,124-96.3% |