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 | $12,489 | $84,233-85.2% | $170,442-92.7% | $70,131-82.2% |
| Participation rate | 21.4% | 70.8%-49.4pp | 83.6%-62.2pp | 69.5%-48.1pp |
| Annual return | 22.04% | 23.06%-1.0pp | 205.93%-183.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $366 | $3,387-89.2% | $5,433-93.3% | $2,342-84.4% |
| Participant deferral / active EE | $1,417 | $3,086-54.1% | $4,939-71.3% | $3,332-57.5% |
| Admin fee / account holder | $23 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |