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 | $15,068 | $150,440-90.0% | $136,294-88.9% | $147,584-89.8% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 20.97% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $141 | $5,256-97.3% | $4,695-97.0% | $4,876-97.1% |
| Participant deferral / active EE | $3,508 | $6,630-47.1% | $6,247-43.8% | $5,439-35.5% |
| Admin fee / account holder | $21 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |