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 | $21,777 | $116,175-81.3% | $93,606-76.7% | $152,861-85.8% |
| Participation rate | 34.8% | 78.0%-43.3pp | 75.8%-41.0pp | 82.4%-47.7pp |
| Annual return | 23.49% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $508 | $3,218-84.2% | $2,718-81.3% | $4,762-89.3% |
| Participant deferral / active EE | $1,816 | $4,603-60.5% | $4,069-55.4% | $5,850-69.0% |
| Admin fee / account holder | $71 | $10,748-99.3% | $7,888-99.1% | $11,596-99.4% |