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 | $15,759 | $232,540-93.2% | $185,117-91.5% | $147,584-89.3% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.7pp | 82.8%-27.3pp |
| Annual return | 25.15% | 43.03%-17.9pp | 40.50%-15.3pp | 578.55%-553.4pp |
| Employer contribution / active EE | $107 | $5,195-97.9% | $4,182-97.4% | $4,876-97.8% |
| Participant deferral / active EE | $960 | $5,834-83.5% | $5,045-81.0% | $5,439-82.3% |
| Admin fee / account holder | $145 | $10,275-98.6% | $8,159-98.2% | $10,885-98.7% |