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 6-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 | $8,666 | $124,281-93.0% | $109,143-92.1% | $167,490-94.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 21.48% | 26.04%-4.6pp | 25.75%-4.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $748 | $4,207-82.2% | $3,722-79.9% | $4,837-84.5% |
| Participant deferral / active EE | $1,683 | $5,255-68.0% | $4,653-63.8% | $6,341-73.5% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |