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 | $12,784 | $84,233-84.8% | $170,442-92.5% | $70,131-81.8% |
| Participation rate | 22.6% | 70.8%-48.2pp | 83.6%-61.0pp | 69.5%-46.9pp |
| Annual return | 65.07% | 23.06%+42.0pp | 205.93%-140.9pp | 73.14%-8.1pp |
| Employer contribution / active EE | $275 | $3,387-91.9% | $5,433-94.9% | $2,342-88.2% |
| Participant deferral / active EE | $856 | $3,086-72.3% | $4,939-82.7% | $3,332-74.3% |
| Admin fee / account holder | $138 | $5,698-97.6% | $13,880-99.0% | $4,645-97.0% |