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 | $24,006 | $78,422-69.4% | $95,952-75.0% | $79,858-69.9% |
| Participation rate | 39.3% | 73.5%-34.2pp | 77.1%-37.8pp | 69.6%-30.3pp |
| Annual return | 10.42% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $525 | $3,440-84.7% | $4,167-87.4% | $3,740-86.0% |
| Admin fee / account holder | $288 | $5,622-94.9% | $6,795-95.8% | $5,306-94.6% |