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 7-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 | $6,400 | $209,411-96.9% | $178,490-96.4% | $158,922-96.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 106.76% | 188.75%-82.0pp | 151.07%-44.3pp | 302.83%-196.1pp |
| Employer contribution / active EE | $1,134 | $5,706-80.1% | $5,011-77.4% | $4,761-76.2% |
| Participant deferral / active EE | $3,751 | $5,954-37.0% | $5,202-27.9% | $5,982-37.3% |
| Admin fee / account holder | $240 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |