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 4-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 | $19,700 | $81,446-75.8% | $103,374-80.9% | $80,874-75.6% |
| Participation rate | 28.1% | 66.9%-38.7pp | 74.5%-46.4pp | 67.6%-39.5pp |
| Annual return | 15.62% | 25.57%-9.9pp | 24.89%-9.3pp | 35.62%-20.0pp |
| Employer contribution / active EE | $968 | $3,107-68.8% | $3,869-75.0% | $2,756-64.9% |
| Participant deferral / active EE | $1,222 | $3,870-68.4% | $5,058-75.8% | $4,297-71.6% |
| Admin fee / account holder | $99 | $6,715-98.5% | $8,394-98.8% | $6,935-98.6% |