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 9-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 | $15,086 | $73,102-79.4% | $123,544-87.8% | $56,287-73.2% |
| Participation rate | 47.9% | 74.3%-26.4pp | 82.3%-34.4pp | 69.9%-21.9pp |
| Annual return | 13.49% | 3.01%+10.5pp | 119.20%-105.7pp | -9.96%+23.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,687 | $5,423-13.6% | $6,426-27.1% | $3,350+39.9% |
| Admin fee / account holder | $127 | $554-77.1% | $9,284-98.6% | $521-75.6% |