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 10-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 | $8,973 | $88,707-89.9% | $74,183-87.9% | $273,961-96.7% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.6%-13.5pp | 83.0%-19.9pp |
| Annual return | 3.63% | 11.94%-8.3pp | 17.74%-14.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $13 | $3,159-99.6% | $2,370-99.5% | $4,869-99.7% |
| Participant deferral / active EE | $1,329 | $4,212-68.5% | $3,550-62.6% | $5,287-74.9% |
| Admin fee / account holder | $31 | $8,717-99.6% | $5,586-99.4% | $10,132-99.7% |