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 4-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 | $14,962 | $150,440-90.1% | $136,294-89.0% | $147,584-89.9% |
| Participation rate | 38.5% | 84.4%-46.0pp | 81.9%-43.5pp | 82.8%-44.4pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $784 | $5,256-85.1% | $4,695-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $3,057 | $6,630-53.9% | $6,247-51.1% | $5,439-43.8% |
| Admin fee / account holder | $195 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |