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 | $25,474 | $209,411-87.8% | $178,490-85.7% | $158,922-84.0% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.43% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,015 | $5,706-82.2% | $5,011-79.8% | $4,761-78.7% |
| Participant deferral / active EE | $2,402 | $5,954-59.7% | $5,202-53.8% | $5,982-59.8% |
| Admin fee / account holder | $159 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |