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 | $9,527 | $232,540-95.9% | $185,117-94.9% | $147,584-93.5% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 20.36% | 43.03%-22.7pp | 40.50%-20.1pp | 578.55%-558.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,568 | $5,834-56.0% | $5,045-49.1% | $5,439-52.8% |
| Admin fee / account holder | $126 | $10,275-98.8% | $8,159-98.5% | $10,885-98.8% |