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 | $3,662 | $48,795-92.5% | $65,493-94.4% | $84,808-95.7% |
| Participation rate | 62.5% | 67.0%-4.5pp | 73.1%-10.6pp | 68.3%-5.8pp |
| Annual return | 25.03% | 20.20%+4.8pp | 982.45%-957.4pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,306 | $2,928-55.4% | $3,961-67.0% | $4,212-69.0% |
| Admin fee / account holder | $42 | $3,877-98.9% | $5,028-99.2% | $7,344-99.4% |