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 | $1,696 | $90,397-98.1% | $76,002-97.8% | $145,959-98.8% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.1%-50.9pp | 80.3%-62.1pp |
| Annual return | 14.04% | 621.97%-607.9pp | 360.07%-346.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $178 | $3,317-94.6% | $2,688-93.4% | $4,661-96.2% |
| Participant deferral / active EE | $1,422 | $5,163-72.5% | $4,257-66.6% | $6,689-78.7% |
| Admin fee / account holder | $57 | $8,369-99.3% | $6,414-99.1% | $13,398-99.6% |