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 | $8,810 | $70,428-87.5% | $96,562-90.9% | $85,850-89.7% |
| Participation rate | 20.8% | 61.8%-41.0pp | 69.8%-49.0pp | 69.3%-48.5pp |
| Annual return | 27.12% | 18.59%+8.5pp | 37.78%-10.7pp | 318.53%-291.4pp |
| Employer contribution / active EE | $389 | $1,413-72.5% | $2,356-83.5% | $2,565-84.8% |
| Participant deferral / active EE | $880 | $2,894-69.6% | $3,849-77.1% | $3,952-77.7% |
| Admin fee / account holder | $19 | $4,997-99.6% | $6,181-99.7% | $6,260-99.7% |