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 4-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 | $4,519 | $77,899-94.2% | $149,673-97.0% | $75,163-94.0% |
| Participation rate | 47.5% | 65.6%-18.0pp | 78.8%-31.2pp | 67.2%-19.7pp |
| Annual return | 33.65% | 31.72%+1.9pp | 134.42%-100.8pp | 160.62%-127.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,733 | $3,411-49.2% | $5,680-69.5% | $4,125-58.0% |
| Admin fee / account holder | $134 | $5,956-97.7% | $13,210-99.0% | $5,651-97.6% |