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 | $21,459 | $87,135-75.4% | $206,214-89.6% | $116,875-81.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 82.4%-32.4pp | 74.5%-24.5pp |
| Annual return | 20.83% | 22.51%-1.7pp | -1.60%+22.4pp | 16.29%+4.5pp |
| Employer contribution / active EE | $0 | $3,046-100.0% | $5,967-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $2,002 | $3,898-48.7% | $4,649-56.9% | $3,885-48.5% |
| Admin fee / account holder | $111 | $8,630-98.7% | $13,671-99.2% | $12,263-99.1% |