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 | $15,244 | $72,012-78.8% | $185,823-91.8% | $79,858-80.9% |
| Participation rate | 30.8% | 65.8%-35.0pp | 78.0%-47.3pp | 69.6%-38.9pp |
| Annual return | 15.00% | 23.12%-8.1pp | 35.95%-20.9pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $871 | $3,779-76.9% | $5,632-84.5% | $3,740-76.7% |
| Admin fee / account holder | $54 | $4,513-98.8% | $9,500-99.4% | $5,306-99.0% |