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 9-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 | $5,988 | $51,576-88.4% | $129,207-95.4% | $80,856-92.6% |
| Participation rate | 58.6% | 57.0%+1.6pp | 69.6%-11.0pp | 67.6%-9.0pp |
| Annual return | 14.98% | 20.81%-5.8pp | 9417.33%-9402.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $255 | $1,584-83.9% | $4,153-93.9% | $2,755-90.7% |
| Participant deferral / active EE | $1,154 | $2,669-56.8% | $4,168-72.3% | $4,296-73.1% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |