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 | $9,220 | $98,750-90.7% | $149,696-93.8% | $79,858-88.5% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 219.36% | 27.43%+191.9pp | 276.60%-57.2pp | 31.71%+187.6pp |
| Employer contribution / active EE | $412 | $3,216-87.2% | $4,644-91.1% | $2,471-83.3% |
| Participant deferral / active EE | $3,847 | $5,680-32.3% | $6,842-43.8% | $3,740+2.9% |
| Admin fee / account holder | $44 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |