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 3-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.
Employer 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 | $22,971 | $102,317-77.5% | $146,958-84.4% | $80,856-71.6% |
| Participation rate | 38.7% | 75.8%-37.1pp | 82.2%-43.4pp | 67.6%-28.9pp |
| Annual return | 13.85% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $694 | $3,713-81.3% | $4,933-85.9% | $2,755-74.8% |
| Participant deferral / active EE | $2,904 | $6,644-56.3% | $8,070-64.0% | $4,296-32.4% |
| Admin fee / account holder | $109 | $7,941-98.6% | $12,998-99.2% | $6,918-98.4% |