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 8-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 | $3,539 | $48,230-92.7% | $67,502-94.8% | $80,856-95.6% |
| Participation rate | 55.4% | 66.4%-11.0pp | 72.9%-17.5pp | 67.6%-12.2pp |
| Annual return | 22.92% | 18.28%+4.6pp | 3512.12%-3489.2pp | 35.59%-12.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,192 | $2,924-59.2% | $4,000-70.2% | $4,296-72.2% |
| Admin fee / account holder | $177 | $3,681-95.2% | $3,998-95.6% | $6,918-97.4% |