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 8-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 | $11,236 | $60,124-81.3% | $90,404-87.6% | $79,858-85.9% |
| Participation rate | 44.8% | 65.0%-20.2pp | 72.7%-27.9pp | 69.6%-24.8pp |
| Annual return | 20.80% | 71.94%-51.1pp | 1293.02%-1272.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,260 | $2,938-23.1% | $3,963-43.0% | $3,740-39.6% |
| Admin fee / account holder | $194 | $3,976-95.1% | $5,611-96.5% | $5,306-96.3% |