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 | $24,090 | $209,411-88.5% | $178,490-86.5% | $158,922-84.8% |
| Participation rate | 38.9% | 86.3%-47.5pp | 81.9%-43.0pp | 82.0%-43.1pp |
| Annual return | 36.93% | 188.75%-151.8pp | 151.07%-114.1pp | 302.83%-265.9pp |
| Employer contribution / active EE | $1,048 | $5,706-81.6% | $5,011-79.1% | $4,761-78.0% |
| Participant deferral / active EE | $3,033 | $5,954-49.1% | $5,202-41.7% | $5,982-49.3% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |