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 8-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 | $16,437 | $150,440-89.1% | $136,294-87.9% | $147,584-88.9% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 27.75% | 1049.08%-1021.3pp | 5155.94%-5128.2pp | 578.55%-550.8pp |
| Employer contribution / active EE | $254 | $5,256-95.2% | $4,695-94.6% | $4,876-94.8% |
| Participant deferral / active EE | $2,657 | $6,630-59.9% | $6,247-57.5% | $5,439-51.1% |
| Admin fee / account holder | $92 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |