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 | $11,474 | $228,332-95.0% | $185,823-93.8% | $158,922-92.8% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 21.43% | 40.80%-19.4pp | 35.95%-14.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $234 | $4,967-95.3% | $4,087-94.3% | $4,761-95.1% |
| Participant deferral / active EE | $1,643 | $6,415-74.4% | $5,632-70.8% | $5,982-72.5% |
| Admin fee / account holder | $45 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |