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 | $9,509 | $58,523-83.8% | $99,443-90.4% | $72,985-87.0% |
| Participation rate | 43.5% | 64.6%-21.1pp | 73.8%-30.3pp | 69.5%-26.0pp |
| Annual return | 29.13% | 28.51%+0.6pp | 30.72%-1.6pp | 81.00%-51.9pp |
| Employer contribution / active EE | $181 | $1,512-88.0% | $2,540-92.9% | $2,440-92.6% |
| Participant deferral / active EE | $1,242 | $2,606-52.3% | $3,619-65.7% | $3,607-65.6% |
| Admin fee / account holder | $76 | $4,102-98.1% | $6,250-98.8% | $5,124-98.5% |