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 8-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 | $12,827 | $112,881-88.6% | $90,951-85.9% | $158,922-91.9% |
| Participation rate | 68.2% | 74.7%-6.5pp | 69.0%-0.8pp | 82.0%-13.8pp |
| Annual return | 11.86% | 215.79%-203.9pp | 134.60%-122.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $351 | $2,893-87.9% | $2,122-83.5% | $4,761-92.6% |
| Participant deferral / active EE | $1,430 | $4,128-65.3% | $3,373-57.6% | $5,982-76.1% |
| Admin fee / account holder | $190 | $8,041-97.6% | $5,959-96.8% | $11,246-98.3% |