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 9-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 | $9,838 | $78,705-87.5% | $117,854-91.7% | $70,131-86.0% |
| Participation rate | 51.7% | 73.2%-21.5pp | 79.7%-27.9pp | 69.5%-17.8pp |
| Annual return | 20.72% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.4pp |
| Employer contribution / active EE | $813 | $2,223-63.4% | $3,786-78.5% | $2,342-65.3% |
| Participant deferral / active EE | $1,382 | $3,297-58.1% | $4,482-69.2% | $3,332-58.5% |
| Admin fee / account holder | $112 | $5,065-97.8% | $8,020-98.6% | $4,645-97.6% |