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 8-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 | $8,563 | $78,672-89.1% | $109,143-92.2% | $85,850-90.0% |
| Participation rate | 26.5% | 68.3%-41.8pp | 75.9%-49.4pp | 69.3%-42.8pp |
| Annual return | 19.15% | 25.09%-5.9pp | 25.75%-6.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $621 | $3,467-82.1% | $4,653-86.7% | $3,952-84.3% |
| Admin fee / account holder | $31 | $5,469-99.4% | $6,752-99.5% | $6,260-99.5% |