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 | $11,274 | $106,749-89.4% | $145,433-92.2% | $82,448-86.3% |
| Participation rate | 16.0% | 75.6%-59.6pp | 82.1%-66.1pp | 68.1%-52.1pp |
| Annual return | 19.03% | 27.59%-8.6pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,821 | $6,519-56.7% | $7,897-64.3% | $4,139-31.9% |
| Admin fee / account holder | $147 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |