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 | $11,072 | $85,766-87.1% | $136,294-91.9% | $70,131-84.2% |
| Participation rate | 52.3% | 74.2%-21.9pp | 81.9%-29.6pp | 69.5%-17.3pp |
| Annual return | 21.64% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,788 | $5,051-44.8% | $6,247-55.4% | $3,332-16.3% |
| Admin fee / account holder | $178 | $5,420-96.7% | $9,243-98.1% | $4,645-96.2% |