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 7-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 | $16,866 | $197,591-91.5% | $177,821-90.5% | $158,922-89.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 40.58% | 58.76%-18.2pp | 48.32%-7.7pp | 302.83%-262.2pp |
| Employer contribution / active EE | $1,040 | $6,697-84.5% | $5,918-82.4% | $4,761-78.2% |
| Participant deferral / active EE | $3,435 | $8,405-59.1% | $7,714-55.5% | $5,982-42.6% |
| Admin fee / account holder | $46 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |