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 | $8,011 | $63,346-87.4% | $92,233-91.3% | $70,131-88.6% |
| Participation rate | 58.8% | 68.7%-9.8pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 22.93% | 530.12%-507.2pp | 176.28%-153.4pp | 73.14%-50.2pp |
| Employer contribution / active EE | $147 | $2,471-94.1% | $3,679-96.0% | $2,342-93.7% |
| Participant deferral / active EE | $1,540 | $2,854-46.0% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $263 | $3,840-93.2% | $5,194-94.9% | $4,645-94.3% |