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 | $16,316 | $58,694-72.2% | $142,863-88.6% | $85,850-81.0% |
| Participation rate | 9.1% | 58.5%-49.4pp | 71.9%-62.8pp | 69.3%-60.2pp |
| Annual return | 46.58% | 27.72%+18.9pp | 5637.54%-5591.0pp | 318.53%-272.0pp |
| Employer contribution / active EE | $150 | $1,423-89.4% | $4,144-96.4% | $2,565-94.1% |
| Participant deferral / active EE | $1,070 | $2,607-59.0% | $3,837-72.1% | $3,952-72.9% |
| Admin fee / account holder | $37 | $4,239-99.1% | $6,560-99.4% | $6,260-99.4% |