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 10-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 | $9,492 | $96,557-90.2% | $80,975-88.3% | $273,961-96.5% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 72.87% | 15.14%+57.7pp | 17.10%+55.8pp | 41.45%+31.4pp |
| Employer contribution / active EE | $190 | $4,868-96.1% | $3,714-94.9% | $4,869-96.1% |
| Participant deferral / active EE | $3,332 | $6,598-49.5% | $5,696-41.5% | $5,287-37.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |