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 5-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 | $2,078 | $49,173-95.8% | $121,098-98.3% | $75,163-97.2% |
| Participation rate | 63.2% | 55.4%+7.8pp | 69.5%-6.3pp | 67.2%-4.0pp |
| Annual return | 26.39% | 55.99%-29.6pp | 985.75%-959.4pp | 160.62%-134.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,210 | $2,628-53.9% | $4,080-70.3% | $4,125-70.7% |
| Admin fee / account holder | $196 | $3,942-95.0% | $5,644-96.5% | $5,651-96.5% |