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 | $5,295 | $99,079-94.7% | $77,999-93.2% | $273,961-98.1% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.5%-33.9pp | 83.0%-41.3pp |
| Annual return | 40.42% | 217.93%-177.5pp | 425.96%-385.5pp | 41.45%-1.0pp |
| Employer contribution / active EE | $797 | $3,308-75.9% | $2,470-67.7% | $4,869-83.6% |
| Participant deferral / active EE | $1,041 | $4,306-75.8% | $3,497-70.2% | $5,287-80.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |