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 | $9,153 | $79,944-88.6% | $98,439-90.7% | $75,163-87.8% |
| Participation rate | 29.7% | 70.4%-40.6pp | 75.2%-45.4pp | 67.2%-37.5pp |
| Annual return | 38.40% | 19.75%+18.7pp | 21.16%+17.2pp | 160.62%-122.2pp |
| Employer contribution / active EE | $779 | $2,264-65.6% | $3,048-74.4% | $2,670-70.8% |
| Participant deferral / active EE | $1,321 | $3,752-64.8% | $4,738-72.1% | $4,125-68.0% |
| Admin fee / account holder | $24 | $6,840-99.7% | $8,948-99.7% | $5,651-99.6% |