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 | $6,867 | $85,766-92.0% | $136,294-95.0% | $70,131-90.2% |
| Participation rate | 66.0% | 74.2%-8.1pp | 81.9%-15.9pp | 69.5%-3.5pp |
| Annual return | 28.69% | 31.45%-2.8pp | 5155.94%-5127.3pp | 73.14%-44.5pp |
| Employer contribution / active EE | $842 | $2,966-71.6% | $4,695-82.1% | $2,342-64.0% |
| Participant deferral / active EE | $1,926 | $5,051-61.9% | $6,247-69.2% | $3,332-42.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |