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.
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 | $18,320 | $72,492-74.7% | $87,100-79.0% | $72,985-74.9% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.9%-35.7pp | 69.5%-28.3pp |
| Annual return | 25.21% | 24.46%+0.8pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $373 | $1,894-80.3% | $2,521-85.2% | $2,440-84.7% |
| Participant deferral / active EE | $1,474 | $3,270-54.9% | $4,049-63.6% | $3,607-59.2% |
| Admin fee / account holder | $223 | $5,055-95.6% | $7,497-97.0% | $5,124-95.6% |