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 | $26,588 | $94,625-71.9% | $116,228-77.1% | $84,808-68.6% |
| Participation rate | 27.7% | 70.4%-42.8pp | 74.6%-46.9pp | 68.3%-40.7pp |
| Annual return | 17.47% | 20.40%-2.9pp | 90.06%-72.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $664 | $3,972-83.3% | $4,953-86.6% | $4,212-84.2% |
| Admin fee / account holder | $34 | $10,091-99.7% | $11,989-99.7% | $7,344-99.5% |