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 10-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 | $24,551 | $67,411-63.6% | $91,001-73.0% | $70,131-65.0% |
| Participation rate | 48.9% | 71.4%-22.5pp | 75.6%-26.7pp | 69.5%-20.7pp |
| Annual return | 12.76% | -40.16%+52.9pp | 4.60%+8.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $367 | $2,823-87.0% | $3,547-89.6% | $3,332-89.0% |
| Admin fee / account holder | $140 | $4,236-96.7% | $5,417-97.4% | $4,645-97.0% |