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 | $13,171 | $69,977-81.2% | $108,579-87.9% | $62,891-79.1% |
| Participation rate | 17.6% | 72.9%-55.2pp | 79.6%-61.9pp | 69.3%-51.7pp |
| Annual return | 12.74% | 10.73%+2.0pp | -51.70%+64.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $469 | $2,135-78.1% | $3,758-87.5% | $2,281-79.5% |
| Participant deferral / active EE | $1,366 | $3,165-56.8% | $4,311-68.3% | $3,203-57.3% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |