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 | $28,760 | $202,318-85.8% | $172,739-83.4% | $152,861-81.2% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 27.90% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,009 | $5,856-82.8% | $5,143-80.4% | $4,762-78.8% |
| Participant deferral / active EE | $3,748 | $5,948-37.0% | $5,198-27.9% | $5,850-35.9% |
| Admin fee / account holder | $221 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |