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 | $12,182 | $98,750-87.7% | $149,696-91.9% | $79,858-84.7% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 22.37% | 27.43%-5.1pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $668 | $3,216-79.2% | $4,644-85.6% | $2,471-73.0% |
| Participant deferral / active EE | $1,154 | $5,680-79.7% | $6,842-83.1% | $3,740-69.1% |
| Admin fee / account holder | $35 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |