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 | $7,165 | $73,515-90.3% | $62,995-88.6% | $147,584-95.1% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.3pp | 82.8%-27.3pp |
| Annual return | 20.43% | 175.43%-155.0pp | 87.57%-67.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $115 | $3,320-96.5% | $2,759-95.8% | $4,876-97.6% |
| Participant deferral / active EE | $942 | $4,185-77.5% | $3,329-71.7% | $5,439-82.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |