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 | $9,368 | $152,460-93.9% | $118,746-92.1% | $147,584-93.7% |
| Participation rate | 30.0% | 82.3%-52.3pp | 78.3%-48.3pp | 82.8%-52.8pp |
| Annual return | 27.77% | 17.41%+10.4pp | 24.54%+3.2pp | 578.55%-550.8pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,433 | $6,212-76.9% | $5,332-73.1% | $5,439-73.6% |
| Admin fee / account holder | $226 | $16,953-98.7% | $10,720-97.9% | $10,885-97.9% |