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 | $8,438 | $54,762-84.6% | $90,281-90.7% | $72,985-88.4% |
| Participation rate | 18.9% | 65.1%-46.2pp | 73.3%-54.4pp | 69.5%-50.6pp |
| Annual return | 29.78% | 30.63%-0.8pp | 78.10%-48.3pp | 81.00%-51.2pp |
| Employer contribution / active EE | $302 | $2,092-85.6% | $2,854-89.4% | $2,440-87.6% |
| Participant deferral / active EE | $424 | $2,887-85.3% | $3,885-89.1% | $3,607-88.2% |
| Admin fee / account holder | $27 | $3,972-99.3% | $5,351-99.5% | $5,124-99.5% |