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 | $19,720 | $72,277-72.7% | $101,248-80.5% | $79,858-75.3% |
| Participation rate | 18.8% | 68.5%-49.7pp | 75.8%-57.1pp | 69.6%-50.9pp |
| Annual return | 38.63% | 22.30%+16.3pp | 46.47%-7.8pp | 31.71%+6.9pp |
| Employer contribution / active EE | $522 | $2,692-80.6% | $3,660-85.7% | $2,471-78.9% |
| Participant deferral / active EE | $1,442 | $3,282-56.0% | $4,370-67.0% | $3,740-61.4% |
| Admin fee / account holder | $98 | $4,400-97.8% | $5,945-98.4% | $5,306-98.2% |