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 | $17,532 | $74,927-76.6% | $101,794-82.8% | $84,808-79.3% |
| Participation rate | 8.8% | 61.4%-52.6pp | 69.2%-60.4pp | 68.3%-59.5pp |
| Annual return | 16.66% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $322 | $3,099-89.6% | $4,084-92.1% | $4,212-92.3% |
| Admin fee / account holder | $68 | $6,514-99.0% | $8,777-99.2% | $7,344-99.1% |