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 | $15,697 | $82,664-81.0% | $125,339-87.5% | $68,494-77.1% |
| Participation rate | 65.2% | 75.0%-9.8pp | 82.4%-17.2pp | 67.9%-2.7pp |
| Annual return | 20.95% | -5.97%+26.9pp | 572.05%-551.1pp | -7.84%+28.8pp |
| Employer contribution / active EE | $1,674 | $3,381-50.5% | $4,814-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $2,426 | $6,110-60.3% | $7,446-67.4% | $4,027-39.8% |
| Admin fee / account holder | $109 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |