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 | $13,941 | $115,770-88.0% | $101,248-86.2% | $158,922-91.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 66.09% | 56.14%+9.9pp | 46.47%+19.6pp | 302.83%-236.7pp |
| Employer contribution / active EE | $740 | $4,175-82.3% | $3,660-79.8% | $4,761-84.5% |
| Participant deferral / active EE | $1,596 | $4,957-67.8% | $4,370-63.5% | $5,982-73.3% |
| Admin fee / account holder | $34 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |