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 | $13,099 | $98,750-86.7% | $149,696-91.2% | $79,858-83.6% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 21.99% | 27.43%-5.4pp | 276.60%-254.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,074 | $3,216-66.6% | $4,644-76.9% | $2,471-56.5% |
| Participant deferral / active EE | $2,273 | $5,680-60.0% | $6,842-66.8% | $3,740-39.2% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,309-99.6% | $5,306-99.2% |