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 | $12,063 | $176,812-93.2% | $146,665-91.8% | $167,490-92.8% |
| Participation rate | 29.4% | 83.6%-54.2pp | 80.1%-50.7pp | 82.1%-52.7pp |
| Annual return | 9.11% | 24.03%-14.9pp | 22.74%-13.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $620 | $6,440-90.4% | $5,506-88.7% | $6,341-90.2% |
| Admin fee / account holder | $179 | $13,259-98.7% | $10,280-98.3% | $12,309-98.5% |