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 | $8,520 | $46,869-81.8% | $122,332-93.0% | $70,131-87.9% |
| Participation rate | 64.7% | 58.2%+6.5pp | 71.6%-6.9pp | 69.5%-4.8pp |
| Annual return | 18.64% | 24.22%-5.6pp | 30.27%-11.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $175 | $1,288-86.4% | $4,050-95.7% | $2,342-92.5% |
| Participant deferral / active EE | $1,598 | $2,166-26.2% | $3,287-51.4% | $3,332-52.0% |
| Admin fee / account holder | $134 | $3,322-96.0% | $5,478-97.5% | $4,645-97.1% |