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 | $5,770 | $98,750-94.2% | $149,696-96.1% | $79,858-92.8% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 42.37% | 27.43%+14.9pp | 276.60%-234.2pp | 31.71%+10.7pp |
| Employer contribution / active EE | $756 | $3,216-76.5% | $4,644-83.7% | $2,471-69.4% |
| Participant deferral / active EE | $959 | $5,680-83.1% | $6,842-86.0% | $3,740-74.4% |
| Admin fee / account holder | $138 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |