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 | $5,774 | $95,803-94.0% | $113,168-94.9% | $84,808-93.2% |
| Participation rate | 60.7% | 72.9%-12.2pp | 76.6%-15.9pp | 68.3%-7.6pp |
| Annual return | 21.45% | 25.00%-3.6pp | 24.27%-2.8pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,053 | $2,360-55.4% | $2,975-64.6% | $2,631-60.0% |
| Participant deferral / active EE | $1,075 | $4,242-74.7% | $5,107-79.0% | $4,212-74.5% |
| Admin fee / account holder | $106 | $8,989-98.8% | $12,068-99.1% | $7,344-98.6% |