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 5-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 | $7,066 | $112,729-93.7% | $98,716-92.8% | $137,256-94.9% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.3%-56.8pp | 80.0%-67.5pp |
| Annual return | 27.34% | 38.48%-11.1pp | 31.81%-4.5pp | 220.34%-193.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $436 | $4,640-90.6% | $4,048-89.2% | $6,407-93.2% |
| Admin fee / account holder | $26 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |