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 3-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 | $5,898 | $55,415-89.4% | $155,509-96.2% | $74,495-92.1% |
| Participation rate | 21.6% | 61.9%-40.3pp | 78.2%-56.6pp | 67.2%-45.6pp |
| Annual return | 40.55% | 268.50%-228.0pp | 64.67%-24.1pp | 1364.94%-1324.4pp |
| Employer contribution / active EE | $70 | $2,267-96.9% | $4,672-98.5% | $2,623-97.3% |
| Participant deferral / active EE | $1,150 | $2,836-59.4% | $5,626-79.6% | $4,346-73.5% |
| Admin fee / account holder | $114 | $1,738-93.4% | $15,912-99.3% | $1,942-94.1% |