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 9-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 | $16,179 | $72,492-77.7% | $87,100-81.4% | $72,985-77.8% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 24.15% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $925 | $1,894-51.1% | $2,521-63.3% | $2,440-62.1% |
| Participant deferral / active EE | $1,211 | $3,270-63.0% | $4,049-70.1% | $3,607-66.4% |
| Admin fee / account holder | $114 | $5,055-97.7% | $7,497-98.5% | $5,124-97.8% |