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 10-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 | $5,557 | $65,685-91.5% | $57,179-90.3% | $273,961-98.0% |
| Participation rate | 52.6% | 78.3%-25.7pp | 75.3%-22.7pp | 83.0%-30.4pp |
| Annual return | 10.19% | 21.99%-11.8pp | 14.59%-4.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $32 | $3,279-99.0% | $2,682-98.8% | $4,869-99.3% |
| Participant deferral / active EE | $783 | $3,782-79.3% | $3,096-74.7% | $5,287-85.2% |
| Admin fee / account holder | $59 | $4,835-98.8% | $3,139-98.1% | $10,132-99.4% |