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 | $9,361 | $202,318-95.4% | $172,739-94.6% | $152,861-93.9% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 48.15% | 1029.65%-981.5pp | 802.84%-754.7pp | 345.32%-297.2pp |
| Employer contribution / active EE | $487 | $5,856-91.7% | $5,143-90.5% | $4,762-89.8% |
| Participant deferral / active EE | $2,411 | $5,948-59.5% | $5,198-53.6% | $5,850-58.8% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |