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 7-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 | $12,872 | $124,281-89.6% | $109,143-88.2% | $167,490-92.3% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 18.71% | 26.04%-7.3pp | 25.75%-7.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $397 | $4,207-90.6% | $3,722-89.3% | $4,837-91.8% |
| Participant deferral / active EE | $3,632 | $5,255-30.9% | $4,653-21.9% | $6,341-42.7% |
| Admin fee / account holder | $50 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |