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 3-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 | $13,777 | $127,065-89.2% | $113,168-87.8% | $142,382-90.3% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 21.05% | 24.03%-3.0pp | 24.27%-3.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,545 | $3,442-55.1% | $2,975-48.1% | $4,299-64.1% |
| Participant deferral / active EE | $1,685 | $5,716-70.5% | $5,107-67.0% | $6,507-74.1% |
| Admin fee / account holder | $56 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |