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 | $13,115 | $135,952-90.4% | $123,892-89.4% | $273,961-95.2% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 14.94% | 56.63%-41.7pp | 47.52%-32.6pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,571 | $5,170-69.6% | $4,617-66.0% | $4,869-67.7% |
| Participant deferral / active EE | $1,816 | $6,343-71.4% | $5,984-69.6% | $5,287-65.6% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |