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 | $5,446 | $95,416-94.3% | $185,823-97.1% | $85,850-93.7% |
| Participation rate | 49.0% | 68.8%-19.8pp | 81.7%-32.7pp | 69.3%-20.3pp |
| Annual return | 15.89% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $132 | $3,314-96.0% | $5,167-97.4% | $2,565-94.8% |
| Participant deferral / active EE | $985 | $3,423-71.2% | $5,568-82.3% | $3,952-75.1% |
| Admin fee / account holder | $111 | $7,213-98.5% | $16,237-99.3% | $6,260-98.2% |