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 9-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 | $25,310 | $202,318-87.5% | $172,739-85.3% | $152,861-83.4% |
| Participation rate | 38.1% | 87.1%-49.0pp | 82.6%-44.6pp | 82.4%-44.4pp |
| Annual return | 30.54% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $593 | $5,856-89.9% | $5,143-88.5% | $4,762-87.6% |
| Participant deferral / active EE | $2,370 | $5,948-60.2% | $5,198-54.4% | $5,850-59.5% |
| Admin fee / account holder | $189 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |