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 | $27,414 | $209,411-86.9% | $178,490-84.6% | $158,922-82.7% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 25.26% | 188.75%-163.5pp | 151.07%-125.8pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,046 | $5,706-81.7% | $5,011-79.1% | $4,761-78.0% |
| Participant deferral / active EE | $2,496 | $5,954-58.1% | $5,202-52.0% | $5,982-58.3% |
| Admin fee / account holder | $89 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |