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 6-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 | $14,318 | $165,335-91.3% | $149,696-90.4% | $158,922-91.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.17% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,207 | $5,103-76.4% | $4,644-74.0% | $4,761-74.7% |
| Participant deferral / active EE | $1,247 | $7,181-82.6% | $6,842-81.8% | $5,982-79.2% |
| Admin fee / account holder | $156 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |