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 | $12,643 | $76,000-83.4% | $154,107-91.8% | $64,186-80.3% |
| Participation rate | 44.7% | 70.4%-25.7pp | 83.0%-38.3pp | 69.6%-24.8pp |
| Annual return | 7.02% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $531 | $3,175-83.3% | $5,081-89.5% | $3,470-84.7% |
| Admin fee / account holder | $154 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |