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 | $22,827 | $153,772-85.2% | $133,980-83.0% | $273,961-91.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 14.88% | 36.51%-21.6pp | 29.30%-14.4pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,225 | $6,029-79.7% | $5,211-76.5% | $4,869-74.8% |
| Participant deferral / active EE | $2,467 | $6,958-64.5% | $6,282-60.7% | $5,287-53.3% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |