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 | $10,305 | $58,927-82.5% | $76,817-86.6% | $72,985-85.9% |
| Participation rate | 60.5% | 67.3%-6.8pp | 72.1%-11.6pp | 69.5%-9.0pp |
| Annual return | 31.94% | 2305.64%-2273.7pp | 1166.11%-1134.2pp | 81.00%-49.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,458 | $2,690-45.8% | $3,336-56.3% | $3,607-59.6% |
| Admin fee / account holder | $224 | $4,013-94.4% | $6,420-96.5% | $5,124-95.6% |