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 | $18,538 | $63,346-70.7% | $92,233-79.9% | $70,131-73.6% |
| Participation rate | 43.3% | 68.7%-25.3pp | 76.5%-33.1pp | 69.5%-26.2pp |
| Annual return | 16.94% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $384 | $2,471-84.5% | $3,679-89.6% | $2,342-83.6% |
| Participant deferral / active EE | $1,179 | $2,854-58.7% | $3,897-69.7% | $3,332-64.6% |
| Admin fee / account holder | $288 | $3,840-92.5% | $5,194-94.5% | $4,645-93.8% |