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 | $12,537 | $135,952-90.8% | $123,892-89.9% | $273,961-95.4% |
| Participation rate | 27.3% | 84.1%-56.8pp | 81.4%-54.1pp | 83.0%-55.7pp |
| Annual return | 18.02% | 56.63%-38.6pp | 47.52%-29.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | $398 | $5,170-92.3% | $4,617-91.4% | $4,869-91.8% |
| Participant deferral / active EE | $2,102 | $6,343-66.9% | $5,984-64.9% | $5,287-60.2% |
| Admin fee / account holder | $51 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |