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 | $10,283 | $209,411-95.1% | $178,490-94.2% | $158,922-93.5% |
| Participation rate | 61.5% | 86.3%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 12.95% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,894 | $5,706-66.8% | $5,011-62.2% | $4,761-60.2% |
| Participant deferral / active EE | $1,943 | $5,954-67.4% | $5,202-62.6% | $5,982-67.5% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |