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 | $15,464 | $171,865-91.0% | $149,718-89.7% | $147,584-89.5% |
| Participation rate | 45.5% | 88.2%-42.7pp | 87.1%-41.6pp | 82.8%-37.4pp |
| Annual return | 25.03% | 2113.22%-2088.2pp | 1501.63%-1476.6pp | 578.55%-553.5pp |
| Employer contribution / active EE | $952 | $6,275-84.8% | $5,445-82.5% | $4,876-80.5% |
| Participant deferral / active EE | $2,651 | $7,271-63.5% | $6,569-59.7% | $5,439-51.3% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |