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 | $12,827 | $102,317-87.5% | $146,958-91.3% | $80,856-84.1% |
| Participation rate | 23.8% | 75.8%-52.0pp | 82.2%-58.3pp | 67.6%-43.8pp |
| Annual return | 11.91% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,637 | $6,644-60.3% | $8,070-67.3% | $4,296-38.6% |
| Admin fee / account holder | $80 | $7,941-99.0% | $12,998-99.4% | $6,918-98.8% |