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 | $15,660 | $85,766-81.7% | $136,294-88.5% | $70,131-77.7% |
| Participation rate | 56.3% | 74.2%-17.9pp | 81.9%-25.7pp | 69.5%-13.3pp |
| Annual return | 20.58% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $470 | $2,966-84.1% | $4,695-90.0% | $2,342-79.9% |
| Participant deferral / active EE | $3,287 | $5,051-34.9% | $6,247-47.4% | $3,332-1.3% |
| Admin fee / account holder | $181 | $5,420-96.7% | $9,243-98.0% | $4,645-96.1% |