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 | $12,251 | $105,859-88.4% | $90,160-86.4% | $147,584-91.7% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 11.21% | 37.63%-26.4pp | 34.88%-23.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $236 | $4,126-94.3% | $3,318-92.9% | $4,876-95.2% |
| Participant deferral / active EE | $1,896 | $5,733-66.9% | $5,288-64.1% | $5,439-65.1% |
| Admin fee / account holder | $47 | $8,046-99.4% | $5,943-99.2% | $10,885-99.6% |