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 9-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 | $10,387 | $85,766-87.9% | $136,294-92.4% | $70,131-85.2% |
| Participation rate | 41.4% | 74.2%-32.8pp | 81.9%-40.5pp | 69.5%-28.2pp |
| Annual return | 82.66% | 31.45%+51.2pp | 5155.94%-5073.3pp | 73.14%+9.5pp |
| Employer contribution / active EE | $318 | $2,966-89.3% | $4,695-93.2% | $2,342-86.4% |
| Participant deferral / active EE | $2,221 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $52 | $5,420-99.0% | $9,243-99.4% | $4,645-98.9% |