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 3-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 | $4,242 | $52,353-91.9% | $120,225-96.5% | $82,448-94.9% |
| Participation rate | 51.7% | 58.3%-6.6pp | 69.6%-17.9pp | 68.1%-16.3pp |
| Annual return | 24.84% | 61.85%-37.0pp | 439.23%-414.4pp | 41.64%-16.8pp |
| Employer contribution / active EE | $206 | $1,510-86.3% | $3,475-94.1% | $2,551-91.9% |
| Participant deferral / active EE | $779 | $2,627-70.4% | $3,999-80.5% | $4,139-81.2% |
| Admin fee / account holder | $7 | $4,363-99.8% | $5,696-99.9% | $7,234-99.9% |