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 | $10,231 | $95,416-89.3% | $185,823-94.5% | $85,850-88.1% |
| Participation rate | 41.9% | 68.8%-26.8pp | 81.7%-39.8pp | 69.3%-27.4pp |
| Annual return | 18.72% | 23.59%-4.9pp | 122.05%-103.3pp | 318.53%-299.8pp |
| Employer contribution / active EE | $248 | $3,314-92.5% | $5,167-95.2% | $2,565-90.3% |
| Participant deferral / active EE | $1,531 | $3,423-55.3% | $5,568-72.5% | $3,952-61.3% |
| Admin fee / account holder | $215 | $7,213-97.0% | $16,237-98.7% | $6,260-96.6% |