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 | $4,728 | $105,859-95.5% | $90,160-94.8% | $147,584-96.8% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.6pp | 82.8%-13.6pp |
| Annual return | 15.12% | 37.63%-22.5pp | 34.88%-19.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,194 | $5,733-61.7% | $5,288-58.5% | $5,439-59.7% |
| Admin fee / account holder | $29 | $8,046-99.6% | $5,943-99.5% | $10,885-99.7% |