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 | $17,088 | $171,865-90.1% | $149,718-88.6% | $147,584-88.4% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 21.49% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,616 | $6,275-74.3% | $5,445-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $2,370 | $7,271-67.4% | $6,569-63.9% | $5,439-56.4% |
| Admin fee / account holder | $67 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |