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 9-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 | $19,439 | $118,680-83.6% | $98,907-80.3% | $158,922-87.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 21.52% | 372.35%-350.8pp | 196.43%-174.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $937 | $3,333-71.9% | $2,689-65.2% | $4,761-80.3% |
| Participant deferral / active EE | $1,016 | $5,088-80.0% | $4,244-76.1% | $5,982-83.0% |
| Admin fee / account holder | $294 | $10,131-97.1% | $6,642-95.6% | $11,246-97.4% |