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 | $23,953 | $149,734-84.0% | $118,925-79.9% | $158,922-84.9% |
| Participation rate | 33.3% | 82.1%-48.7pp | 75.4%-42.0pp | 82.0%-48.6pp |
| Annual return | 20.07% | 19.95%+0.1pp | 35.88%-15.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $355 | $4,115-91.4% | $3,263-89.1% | $4,761-92.5% |
| Participant deferral / active EE | $1,749 | $5,223-66.5% | $4,265-59.0% | $5,982-70.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |