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 | $9,649 | $60,124-84.0% | $90,404-89.3% | $79,858-87.9% |
| Participation rate | 35.3% | 65.0%-29.7pp | 72.7%-37.4pp | 69.6%-34.3pp |
| Annual return | 27.96% | 71.94%-44.0pp | 1293.02%-1265.1pp | 31.71%-3.8pp |
| Employer contribution / active EE | $502 | $2,068-75.7% | $3,262-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $730 | $2,938-75.2% | $3,963-81.6% | $3,740-80.5% |
| Admin fee / account holder | $255 | $3,976-93.6% | $5,611-95.5% | $5,306-95.2% |