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 | $7,401 | $96,557-92.3% | $80,975-90.9% | $273,961-97.3% |
| Participation rate | 46.2% | 79.1%-32.9pp | 75.8%-29.7pp | 83.0%-36.9pp |
| Annual return | 480.01% | 15.14%+464.9pp | 17.10%+462.9pp | 41.45%+438.6pp |
| Employer contribution / active EE | $42 | $4,868-99.1% | $3,714-98.9% | $4,869-99.1% |
| Participant deferral / active EE | $2,632 | $6,598-60.1% | $5,696-53.8% | $5,287-50.2% |
| Admin fee / account holder | $70 | $7,492-99.1% | $5,516-98.7% | $10,132-99.3% |