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 | $8,333 | $80,673-89.7% | $101,326-91.8% | $84,808-90.2% |
| Participation rate | 54.0% | 77.8%-23.8pp | 81.5%-27.5pp | 68.3%-14.3pp |
| Annual return | 19.62% | 38.95%-19.3pp | 36.82%-17.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $300 | $2,698-88.9% | $3,665-91.8% | $2,631-88.6% |
| Participant deferral / active EE | $903 | $6,840-86.8% | $7,994-88.7% | $4,212-78.6% |
| Admin fee / account holder | $41 | $12,784-99.7% | $11,185-99.6% | $7,344-99.4% |