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 | $6,031 | $232,540-97.4% | $185,117-96.7% | $147,584-95.9% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 82.8%-45.3pp |
| Annual return | 18.31% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $398 | $5,195-92.3% | $4,182-90.5% | $4,876-91.8% |
| Participant deferral / active EE | $398 | $5,834-93.2% | $5,045-92.1% | $5,439-92.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |