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 | $2,178 | $47,848-95.4% | $81,478-97.3% | $70,131-96.9% |
| Participation rate | 64.7% | 58.3%+6.4pp | 68.0%-3.3pp | 69.5%-4.8pp |
| Annual return | 37.70% | 27.25%+10.5pp | 38.78%-1.1pp | 73.14%-35.4pp |
| Employer contribution / active EE | $78 | $1,527-94.9% | $2,568-97.0% | $2,342-96.7% |
| Participant deferral / active EE | $986 | $2,453-59.8% | $3,537-72.1% | $3,332-70.4% |
| Admin fee / account holder | $40 | $3,145-98.7% | $4,561-99.1% | $4,645-99.1% |