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 10-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 | $12,808 | $54,541-76.5% | $78,778-83.7% | $70,131-81.7% |
| Participation rate | 53.8% | 60.8%-7.0pp | 69.2%-15.3pp | 69.5%-15.7pp |
| Annual return | 15.39% | 21.07%-5.7pp | 35.62%-20.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $425 | $1,089-60.9% | $1,986-78.6% | $2,342-81.8% |
| Participant deferral / active EE | $480 | $2,210-78.3% | $2,958-83.8% | $3,332-85.6% |
| Admin fee / account holder | $58 | $3,709-98.4% | $5,134-98.9% | $4,645-98.7% |