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 | $12,464 | $163,101-92.4% | $136,749-90.9% | $142,382-91.2% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 18.80% | 27.54%-8.7pp | 24.33%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $681 | $4,117-83.5% | $3,400-80.0% | $4,299-84.2% |
| Participant deferral / active EE | $1,967 | $5,585-64.8% | $4,692-58.1% | $6,507-69.8% |
| Admin fee / account holder | $249 | $14,318-98.3% | $11,386-97.8% | $12,624-98.0% |