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 | $19,338 | $181,894-89.4% | $156,549-87.6% | $273,961-92.9% |
| Participation rate | 31.6% | 88.4%-56.8pp | 84.0%-52.4pp | 83.0%-51.4pp |
| Annual return | 24.10% | 30.74%-6.6pp | 32.23%-8.1pp | 41.45%-17.4pp |
| Employer contribution / active EE | $955 | $6,248-84.7% | $5,501-82.6% | $4,869-80.4% |
| Participant deferral / active EE | $3,547 | $5,550-36.1% | $4,871-27.2% | $5,287-32.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |