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 7-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 | $18,806 | $100,326-81.3% | $180,183-89.6% | $84,808-77.8% |
| Participation rate | 16.0% | 71.0%-55.0pp | 77.4%-61.4pp | 68.3%-52.3pp |
| Annual return | 20.26% | 17.86%+2.4pp | 27.86%-7.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $177 | $5,066-96.5% | $6,822-97.4% | $4,212-95.8% |
| Admin fee / account holder | $181 | $9,674-98.1% | $19,975-99.1% | $7,344-97.5% |