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 8-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 | $9,223 | $52,953-82.6% | $172,739-94.7% | $65,185-85.9% |
| Participation rate | 16.5% | 66.2%-49.7pp | 82.6%-66.1pp | 70.2%-53.7pp |
| Annual return | 62.78% | 30.12%+32.7pp | 802.84%-740.1pp | 29.38%+33.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,288 | $2,471-47.9% | $5,198-75.2% | $3,514-63.3% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |