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 7-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 | $7,041 | $202,432-96.5% | $169,368-95.8% | $139,434-95.0% |
| Participation rate | 10.0% | 81.1%-71.1pp | 77.1%-67.1pp | 80.3%-70.3pp |
| Annual return | 24.70% | 531.74%-507.0pp | 405.60%-380.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $997 | $6,938-85.6% | $6,221-84.0% | $6,710-85.1% |
| Admin fee / account holder | $21 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |