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 | $25,966 | $91,538-71.6% | $129,995-80.0% | $75,163-65.5% |
| Participation rate | 58.2% | 71.4%-13.3pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 19.99% | -631.11%+651.1pp | -137.18%+157.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $464 | $2,845-83.7% | $4,320-89.3% | $2,670-82.6% |
| Participant deferral / active EE | $3,288 | $4,341-24.3% | $5,820-43.5% | $4,125-20.3% |
| Admin fee / account holder | $63 | $6,790-99.1% | $10,614-99.4% | $5,651-98.9% |