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 | $7,750 | $132,634-94.2% | $115,768-93.3% | $137,256-94.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.4%-49.4pp | 80.0%-55.0pp |
| Annual return | 16.67% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $391 | $5,619-93.0% | $4,917-92.0% | $6,407-93.9% |
| Admin fee / account holder | $91 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |