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 9-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 | $12,528 | $144,119-91.3% | $117,854-89.4% | $147,584-91.5% |
| Participation rate | 35.7% | 83.4%-47.7pp | 79.7%-43.9pp | 82.8%-47.1pp |
| Annual return | 59.63% | 531.15%-471.5pp | 335.08%-275.4pp | 578.55%-518.9pp |
| Employer contribution / active EE | $701 | $4,896-85.7% | $3,786-81.5% | $4,876-85.6% |
| Participant deferral / active EE | $3,008 | $5,316-43.4% | $4,482-32.9% | $5,439-44.7% |
| Admin fee / account holder | $50 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |