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 | $8,043 | $165,584-95.1% | $142,942-94.4% | $137,256-94.1% |
| Participation rate | 62.5% | 80.1%-17.6pp | 76.8%-14.3pp | 80.0%-17.5pp |
| Annual return | 16.85% | 164.22%-147.4pp | 113.70%-96.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $675 | $4,725-85.7% | $4,139-83.7% | $4,156-83.8% |
| Participant deferral / active EE | $675 | $8,194-91.8% | $7,128-90.5% | $6,407-89.5% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |