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 6-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 | $13,893 | $118,450-88.3% | $98,439-85.9% | $139,434-90.0% |
| Participation rate | 31.8% | 77.4%-45.6pp | 75.2%-43.3pp | 80.3%-48.5pp |
| Annual return | 19.20% | 18.94%+0.3pp | 21.16%-2.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,247 | $3,609-65.5% | $3,048-59.1% | $4,751-73.8% |
| Participant deferral / active EE | $1,307 | $5,392-75.8% | $4,738-72.4% | $6,710-80.5% |
| Admin fee / account holder | $177 | $14,026-98.7% | $8,948-98.0% | $11,403-98.5% |