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 3-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 | $1,208 | $31,310-96.1% | $53,898-97.8% | $74,304-98.4% |
| Participation rate | 49.3% | 30.7%+18.6pp | 55.0%-5.7pp | 60.3%-11.1pp |
| Annual return | 115.74% | 23.16%+92.6pp | 528.60%-412.9pp | 29.43%+86.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $279 | $934-70.1% | $1,826-84.7% | $3,767-92.6% |
| Admin fee / account holder | $43 | $2,175-98.0% | $2,491-98.3% | $2,969-98.5% |