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 8-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 | $13,632 | $209,411-93.5% | $178,490-92.4% | $158,922-91.4% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 21.81% | 188.75%-166.9pp | 151.07%-129.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $667 | $5,706-88.3% | $5,011-86.7% | $4,761-86.0% |
| Participant deferral / active EE | $2,486 | $5,954-58.2% | $5,202-52.2% | $5,982-58.4% |
| Admin fee / account holder | $180 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |