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 | $24,856 | $99,985-75.1% | $146,665-83.1% | $85,850-71.0% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 11.92% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $502 | $4,006-87.5% | $5,506-90.9% | $3,952-87.3% |
| Admin fee / account holder | $52 | $7,702-99.3% | $10,280-99.5% | $6,260-99.2% |