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 8-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 | $4,624 | $85,202-94.6% | $172,739-97.3% | $72,985-93.7% |
| Participation rate | 41.4% | 70.1%-28.7pp | 82.6%-41.3pp | 69.5%-28.1pp |
| Annual return | 32.45% | 27.32%+5.1pp | 802.84%-770.4pp | 81.00%-48.5pp |
| Employer contribution / active EE | $172 | $3,324-94.8% | $5,143-96.7% | $2,440-93.0% |
| Participant deferral / active EE | $1,466 | $3,260-55.0% | $5,198-71.8% | $3,607-59.4% |
| Admin fee / account holder | $29 | $5,884-99.5% | $13,954-99.8% | $5,124-99.4% |