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 | $11,004 | $135,635-91.9% | $110,238-90.0% | $135,375-91.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | 71.54% | 513.19%-441.6pp | 314.74%-243.2pp | 519.73%-448.2pp |
| Employer contribution / active EE | $725 | $4,906-85.2% | $3,826-81.1% | $4,779-84.8% |
| Participant deferral / active EE | $2,626 | $5,506-52.3% | $4,672-43.8% | $5,609-53.2% |
| Admin fee / account holder | $77 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |