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 | $21,187 | $82,032-74.2% | $123,104-82.8% | $59,632-64.5% |
| Participation rate | 65.8% | 83.2%-17.4pp | 86.8%-21.0pp | 68.7%-2.9pp |
| Annual return | 13.64% | 5.12%+8.5pp | 13.22%+0.4pp | 2041.28%-2027.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,072 | $4,667-34.2% | $6,230-50.7% | $3,192-3.8% |
| Admin fee / account holder | $213 | $5,881-96.4% | $9,015-97.6% | $4,297-95.0% |