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 5-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 | $12,691 | $148,534-91.5% | $135,903-90.7% | $139,434-90.9% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 36.21% | 79.19%-43.0pp | 68.23%-32.0pp | 372.94%-336.7pp |
| Employer contribution / active EE | $1,152 | $5,243-78.0% | $4,856-76.3% | $4,751-75.8% |
| Participant deferral / active EE | $2,308 | $8,100-71.5% | $7,758-70.2% | $6,710-65.6% |
| Admin fee / account holder | $161 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |