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 | $20,166 | $127,386-84.2% | $115,037-82.5% | $125,391-83.9% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -2.58% | 31.28%-33.9pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $455 | $5,166-91.2% | $4,608-90.1% | $4,866-90.7% |
| Participant deferral / active EE | $3,602 | $6,423-43.9% | $6,026-40.2% | $5,352-32.7% |
| Admin fee / account holder | $300 | $9,516-96.8% | $8,175-96.3% | $9,540-96.9% |