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 | $24,641 | $98,750-75.0% | $149,696-83.5% | $79,858-69.1% |
| Participation rate | 15.4% | 75.8%-60.4pp | 82.5%-67.1pp | 69.6%-54.2pp |
| Annual return | 24.91% | 27.43%-2.5pp | 276.60%-251.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $980 | $5,680-82.7% | $6,842-85.7% | $3,740-73.8% |
| Admin fee / account holder | $227 | $6,053-96.2% | $9,309-97.6% | $5,306-95.7% |