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 5-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 | $15,282 | $175,600-91.3% | $129,110-88.2% | $134,475-88.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.3%-27.3pp | 81.2%-31.2pp |
| Annual return | 1674.56% | -11.39%+1685.9pp | -10.94%+1685.5pp | 417.96%+1256.6pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,289 | $7,975-58.8% | $6,542-49.7% | $6,400-48.6% |
| Admin fee / account holder | $164 | $23,567-99.3% | $14,302-98.9% | $11,426-98.6% |