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 | $23,809 | $198,466-88.0% | $170,442-86.0% | $147,584-83.9% |
| Participation rate | 53.3% | 88.0%-34.6pp | 83.6%-30.3pp | 82.8%-29.5pp |
| Annual return | 13.32% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $6,859 | $6,184+10.9% | $5,433+26.3% | $4,876+40.7% |
| Participant deferral / active EE | $1,835 | $5,629-67.4% | $4,939-62.9% | $5,439-66.3% |
| Admin fee / account holder | $111 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |