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 6-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 | $6,897 | $93,571-92.6% | $135,903-94.9% | $75,163-90.8% |
| Participation rate | 64.1% | 75.2%-11.1pp | 81.9%-17.8pp | 67.2%-3.1pp |
| Annual return | 23.43% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $957 | $3,537-72.9% | $4,856-80.3% | $2,670-64.2% |
| Participant deferral / active EE | $1,457 | $6,404-77.3% | $7,758-81.2% | $4,125-64.7% |
| Admin fee / account holder | $164 | $6,975-97.6% | $10,762-98.5% | $5,651-97.1% |