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 | $23,304 | $171,865-86.4% | $149,718-84.4% | $147,584-84.2% |
| Participation rate | 53.3% | 88.2%-34.9pp | 87.1%-33.7pp | 82.8%-29.5pp |
| Annual return | 15.79% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $894 | $6,275-85.8% | $5,445-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $2,947 | $7,271-59.5% | $6,569-55.1% | $5,439-45.8% |
| Admin fee / account holder | $18 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |