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 4-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 | $23,777 | $109,881-78.4% | $150,045-84.2% | $84,808-72.0% |
| Participation rate | 36.0% | 76.1%-40.1pp | 82.3%-46.3pp | 68.3%-32.3pp |
| Annual return | 27.05% | 28.25%-1.2pp | 62.55%-35.5pp | 40.90%-13.9pp |
| Employer contribution / active EE | $785 | $3,561-77.9% | $4,693-83.3% | $2,631-70.1% |
| Participant deferral / active EE | $2,228 | $6,636-66.4% | $7,997-72.1% | $4,212-47.1% |
| Admin fee / account holder | $168 | $8,568-98.0% | $13,435-98.8% | $7,344-97.7% |