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 8-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 | $18,990 | $103,376-81.6% | $87,100-78.2% | $152,861-87.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 37.24% | 28.10%+9.1pp | 28.19%+9.1pp | 345.32%-308.1pp |
| Employer contribution / active EE | $610 | $3,220-81.1% | $2,521-75.8% | $4,762-87.2% |
| Participant deferral / active EE | $2,288 | $4,778-52.1% | $4,049-43.5% | $5,850-60.9% |
| Admin fee / account holder | $48 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |