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 | $6,361 | $56,317-88.7% | $71,209-91.1% | $74,304-91.4% |
| Participation rate | 18.2% | 55.1%-36.9pp | 73.8%-55.6pp | 60.3%-42.2pp |
| Annual return | 25.63% | 42.83%-17.2pp | 282.51%-256.9pp | 29.43%-3.8pp |
| Employer contribution / active EE | $165 | $2,160-92.4% | $2,721-93.9% | $2,241-92.6% |
| Participant deferral / active EE | $856 | $2,788-69.3% | $4,175-79.5% | $3,767-77.3% |
| Admin fee / account holder | $276 | $2,290-87.9% | $5,349-94.8% | $2,969-90.7% |