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 | $7,970 | $150,440-94.7% | $136,294-94.2% | $147,584-94.6% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 30.73% | 1049.08%-1018.4pp | 5155.94%-5125.2pp | 578.55%-547.8pp |
| Employer contribution / active EE | $1,403 | $5,256-73.3% | $4,695-70.1% | $4,876-71.2% |
| Participant deferral / active EE | $1,649 | $6,630-75.1% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $85 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |