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 8-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 | $7,930 | $115,770-93.2% | $101,248-92.2% | $158,922-95.0% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 23.99% | 56.14%-32.1pp | 46.47%-22.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $698 | $4,175-83.3% | $3,660-80.9% | $4,761-85.3% |
| Participant deferral / active EE | $1,567 | $4,957-68.4% | $4,370-64.1% | $5,982-73.8% |
| Admin fee / account holder | $36 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |