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 | $7,723 | $54,541-85.8% | $78,778-90.2% | $70,131-89.0% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.2%-22.0pp | 69.5%-22.4pp |
| Annual return | 16.21% | 21.07%-4.9pp | 35.62%-19.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,581 | $2,210-28.4% | $2,958-46.5% | $3,332-52.5% |
| Admin fee / account holder | $93 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |