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 9-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 | $29,529 | $84,556-65.1% | $116,228-74.6% | $74,304-60.3% |
| Participation rate | 34.1% | 66.0%-31.9pp | 74.6%-40.5pp | 60.3%-26.3pp |
| Annual return | 30.38% | 18.35%+12.0pp | 90.06%-59.7pp | 29.43%+0.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,760 | $3,814-53.9% | $4,953-64.5% | $3,767-53.3% |
| Admin fee / account holder | $261 | $3,792-93.1% | $11,989-97.8% | $2,969-91.2% |