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 4-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 | $1,677 | $77,899-97.8% | $149,673-98.9% | $75,163-97.8% |
| Participation rate | 52.8% | 65.6%-12.8pp | 78.8%-26.0pp | 67.2%-14.4pp |
| Annual return | 45.15% | 31.72%+13.4pp | 134.42%-89.3pp | 160.62%-115.5pp |
| Employer contribution / active EE | $71 | $3,137-97.7% | $4,818-98.5% | $2,670-97.3% |
| Participant deferral / active EE | $991 | $3,411-70.9% | $5,680-82.5% | $4,125-76.0% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |