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 8-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 | $19,076 | $70,428-72.9% | $96,562-80.2% | $85,850-77.8% |
| Participation rate | 43.8% | 61.8%-18.1pp | 69.8%-26.1pp | 69.3%-25.6pp |
| Annual return | 28.29% | 18.59%+9.7pp | 37.78%-9.5pp | 318.53%-290.2pp |
| Employer contribution / active EE | $3,869 | $1,413+173.8% | $2,356+64.2% | $2,565+50.8% |
| Participant deferral / active EE | $650 | $2,894-77.5% | $3,849-83.1% | $3,952-83.6% |
| Admin fee / account holder | $300 | $4,997-94.0% | $6,181-95.1% | $6,260-95.2% |