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 8-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 | $24,084 | $98,750-75.6% | $149,696-83.9% | $79,858-69.8% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.8pp |
| Annual return | 16.96% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,004 | $3,216-68.8% | $4,644-78.4% | $2,471-59.4% |
| Participant deferral / active EE | $1,314 | $5,680-76.9% | $6,842-80.8% | $3,740-64.9% |
| Admin fee / account holder | $231 | $6,053-96.2% | $9,309-97.5% | $5,306-95.7% |