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 | $9,770 | $81,460-88.0% | $103,333-90.5% | $80,856-87.9% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 16.41% | 25.55%-9.1pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $167 | $3,869-95.7% | $5,057-96.7% | $4,296-96.1% |
| Admin fee / account holder | $275 | $6,566-95.8% | $8,355-96.7% | $6,918-96.0% |