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 10-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 | $26,716 | $80,968-67.0% | $96,544-72.3% | $75,163-64.5% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 17.80% | 27.06%-9.3pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $294 | $2,282-87.1% | $2,965-90.1% | $2,670-89.0% |
| Participant deferral / active EE | $2,946 | $3,928-25.0% | $4,851-39.3% | $4,125-28.6% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |