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 | $14,286 | $154,228-90.7% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 25.60% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $911 | $4,804-81.0% | $4,554-80.0% | $4,156-78.1% |
| Participant deferral / active EE | $2,353 | $8,216-71.4% | $7,897-70.2% | $6,407-63.3% |
| Admin fee / account holder | $129 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |