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 3-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 | $11,884 | $98,652-88.0% | $142,942-91.7% | $82,448-85.6% |
| Participation rate | 18.5% | 72.8%-54.2pp | 76.8%-58.3pp | 68.1%-49.5pp |
| Annual return | 23.94% | 22.65%+1.3pp | 113.70%-89.8pp | 41.64%-17.7pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,188 | $5,580-78.7% | $7,128-83.3% | $4,139-71.3% |
| Admin fee / account holder | $38 | $8,078-99.5% | $12,475-99.7% | $7,234-99.5% |