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 | $20,597 | $57,828-64.4% | $117,039-82.4% | $70,131-70.6% |
| Participation rate | 33.3% | 67.1%-33.8pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 14.26% | 17.55%-3.3pp | 18.95%-4.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $468 | $1,816-74.2% | $3,785-87.6% | $2,342-80.0% |
| Participant deferral / active EE | $1,508 | $2,438-38.1% | $3,929-61.6% | $3,332-54.7% |
| Admin fee / account holder | $112 | $3,548-96.8% | $5,974-98.1% | $4,645-97.6% |