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 4-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 | $18,596 | $150,187-87.6% | $120,354-84.5% | $145,922-87.3% |
| Participation rate | 27.3% | 78.8%-51.5pp | 71.9%-44.6pp | 80.3%-53.0pp |
| Annual return | 11.37% | 154.07%-142.7pp | 107.15%-95.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $701 | $4,348-83.9% | $3,463-79.8% | $4,660-85.0% |
| Participant deferral / active EE | $1,996 | $6,173-67.7% | $4,991-60.0% | $6,688-70.1% |
| Admin fee / account holder | $22 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |