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 3-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 | $8,585 | $114,381-92.5% | $107,525-92.0% | $142,382-94.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 28.11% | 242.71%-214.6pp | 181.32%-153.2pp | 217.08%-189.0pp |
| Employer contribution / active EE | $730 | $4,015-81.8% | $3,754-80.6% | $4,299-83.0% |
| Participant deferral / active EE | $1,895 | $5,564-65.9% | $5,116-63.0% | $6,507-70.9% |
| Admin fee / account holder | $37 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |