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 | $8,224 | $83,337-90.1% | $67,834-87.9% | $273,961-97.0% |
| Participation rate | 52.6% | 76.4%-23.8pp | 68.8%-16.2pp | 83.0%-30.4pp |
| Annual return | 10.12% | 259.45%-249.3pp | 138.47%-128.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $314 | $3,287-90.5% | $2,403-86.9% | $4,869-93.6% |
| Participant deferral / active EE | $1,876 | $4,088-54.1% | $3,160-40.6% | $5,287-64.5% |
| Admin fee / account holder | $7 | $6,752-99.9% | $4,622-99.8% | $10,132-99.9% |