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 | $7,351 | $96,557-92.4% | $80,975-90.9% | $273,961-97.3% |
| Participation rate | 37.5% | 79.1%-41.6pp | 75.8%-38.3pp | 83.0%-45.5pp |
| Annual return | 17.47% | 15.14%+2.3pp | 17.10%+0.4pp | 41.45%-24.0pp |
| Employer contribution / active EE | $509 | $4,868-89.5% | $3,714-86.3% | $4,869-89.5% |
| Participant deferral / active EE | $1,225 | $6,598-81.4% | $5,696-78.5% | $5,287-76.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |