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 | $4,541 | $84,233-94.6% | $170,442-97.3% | $70,131-93.5% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 20.43% | 23.06%-2.6pp | 205.93%-185.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $211 | $3,387-93.8% | $5,433-96.1% | $2,342-91.0% |
| Participant deferral / active EE | $1,169 | $3,086-62.1% | $4,939-76.3% | $3,332-64.9% |
| Admin fee / account holder | $21 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |