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 6-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 | $15,692 | $77,145-79.7% | $108,410-85.5% | $85,850-81.7% |
| Participation rate | 64.6% | 74.7%-10.1pp | 80.1%-15.5pp | 69.3%-4.7pp |
| Annual return | 2890.85% | 44.54%+2846.3pp | 905.27%+1985.6pp | 318.53%+2572.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,431 | $5,566-2.4% | $6,563-17.3% | $3,952+37.4% |
| Admin fee / account holder | $156 | $5,172-97.0% | $7,295-97.9% | $6,260-97.5% |