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 | $8,310 | $181,894-95.4% | $156,549-94.7% | $273,961-97.0% |
| Participation rate | 40.9% | 88.4%-47.5pp | 84.0%-43.1pp | 83.0%-42.1pp |
| Annual return | 21.92% | 30.74%-8.8pp | 32.23%-10.3pp | 41.45%-19.5pp |
| Employer contribution / active EE | $917 | $6,248-85.3% | $5,501-83.3% | $4,869-81.2% |
| Participant deferral / active EE | $1,954 | $5,550-64.8% | $4,871-59.9% | $5,287-63.0% |
| Admin fee / account holder | $34 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |